Neuberger Berman Group
FNDX icon

Neuberger Berman Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Neuberger Berman Group’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,783
Closed -$232K – 2002
2024
Q4 		$232K Hold
9,783
– – ﹤0.01% 1747
2024
Q3 		$234K Buy
+9,783
New +$225K ﹤0.01% 1756

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ML
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Ameriprise
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SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

Neuberger Berman Group's FNDX Position: Q1 2025 in Review

Neuberger Berman Group sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2025, closing a stake of 9,783 shares — an estimated $232K sold.

Neuberger Berman Group first reported a position in FNDX in Q3 2024 and held it in 2 quarters. The position peaked at $234K in Q3 2024. 637 funds tracked by Wall St. Rank hold FNDX as of Q1 2025.

  • Neuberger Berman Group reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2025 after selling out during the quarter.
  • Neuberger Berman Group sold 9,783 Schwab Fundamental US Large Company Index ETF shares in Q1 2025, an estimated $232K.
  • Neuberger Berman Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2024 and held it in 2 quarters.
  • Neuberger Berman Group's Schwab Fundamental US Large Company Index ETF position peaked at $234K in Q3 2024.
  • 637 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2025.

Based on Neuberger Berman Group's 13F filing for Q1 2025, filed 13 May 2025.