Planning Project LLC’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Planning Project LLC’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	$50.1K	Buy	+1,842	New	+$49.3K	0.01%	68

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

BFA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Planning Project LLC's FNDX Position: Q4 2025 in Review

Planning Project LLC opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2025: 1,842 shares worth $50.1K. The stake represents 0.01% of the portfolio and ranks #68 among its holdings.

751 funds tracked by Wall St. Rank hold FNDX as of Q4 2025.

Planning Project LLC held 1,842 shares of Schwab Fundamental US Large Company Index ETF worth $50.1K as of Q4 2025.
Schwab Fundamental US Large Company Index ETF was a new Planning Project LLC position in Q4 2025.
Schwab Fundamental US Large Company Index ETF made up 0.01% of Planning Project LLC's portfolio in Q4 2025, its #68 holding.
751 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.