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FNDX icon

ORG Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

ORG Partners’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
Q4 		$27.5K Hold
1,011
– – ﹤0.01% 714
2025
Q3 		$26.6K Hold
1,011
– – ﹤0.01% 718
2025
Q2 		$25.1K Hold
1,011
– – 0.01% 701
2025
Q1 		$23.9K Hold
1,011
– – 0.01% 637
2024
Q4 		$23.9K Hold
1,011
– – ﹤0.01% 697
2024
Q3 		$24.2K Hold
1,011
– – ﹤0.01% 639
2024
Q2 		$22.5K Buy
+1,011
New +$22.3K ﹤0.01% 1037

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ORG Partners's FNDX Position: Q4 2025 in Review

ORG Partners held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q4 2025 at 1,011 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

ORG Partners first reported a position in FNDX in Q2 2024 and has held it in 7 quarters since. 751 funds tracked by Wall St. Rank hold FNDX as of Q4 2025.

  • ORG Partners held 1,011 shares of Schwab Fundamental US Large Company Index ETF worth $27.5K as of Q4 2025.
  • ORG Partners left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q4 2025.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #714 holding.
  • ORG Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and has held it in 7 quarters since.
  • 751 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.