Pacific Capital Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Pacific Capital Wealth Advisors’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	-8,439	Closed	-$200K	–	190
2024 Q4	$200K	Hold	8,439	–	–	0.03%	80
2024 Q3	$202K	Buy	8,439 +3	+0%	+$69	0.03%	79
2024 Q2	$188K	Buy	8,436 +384	+5%	+$8.47K	0.03%	76
2024 Q1	$181K	Hold	8,052	–	–	0.04%	68
2023 Q4	$166K	Buy	+8,052	New	+$155K	0.04%	69

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return

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

Pacific Capital Wealth Advisors's FNDX Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2025, closing a stake of 8,439 shares — an estimated $200K sold.

Pacific Capital Wealth Advisors first reported a position in FNDX in Q4 2023 and held it in 5 quarters. The position peaked at $202K in Q3 2024. 637 funds tracked by Wall St. Rank hold FNDX as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 8,439 Schwab Fundamental US Large Company Index ETF shares in Q1 2025, an estimated $200K.
Pacific Capital Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and held it in 5 quarters.
Pacific Capital Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $202K in Q3 2024.
637 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.