Prosperity Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Prosperity Wealth Management’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	$3.1M	Buy	113,931 +33,293	+41%	+$891K	1.03%	16
2025 Q3	$2.12M	Buy	80,638 +30,134	+60%	+$765K	0.72%	26
2025 Q2	$1.24M	Buy	+50,504	New	+$1.18M	0.46%	43
2025 Q1	–	Sell	-12,519	Closed	-$296K	–	227
2024 Q4	$296K	Sell	12,519 -4,230	-25%	-$103K	0.12%	154
2024 Q3	$401K	Buy	+16,749	New	+$385K	0.16%	106
2023 Q3	–	Sell	-18,600	Closed	-$357K	–	155
2023 Q2	$357K	Sell	18,600 -27,471	-60%	-$508K	0.23%	67
2023 Q1	$843K	Sell	46,071 -42,390	-48%	-$778K	0.67%	32
2022 Q4	$1.58M	Buy	+88,461	New	+$1.57M	1.48%	17

Other funds holding FNDX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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 $2.41B AUM 16.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Prosperity Wealth Management's FNDX Position: Q4 2025 in Review

Prosperity Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 41% in Q4 2025, buying an estimated $891K and bringing the position to 113,931 shares worth $3.1M. The position accounts for 1.03% of the portfolio, ranked #16.

Prosperity Wealth Management first reported a position in FNDX in Q4 2022 and has held it in 8 quarters since. 748 funds tracked by Wall St. Rank hold FNDX as of Q4 2025.

Prosperity Wealth Management held 113,931 shares of Schwab Fundamental US Large Company Index ETF worth $3.1M as of Q4 2025.
Prosperity Wealth Management bought 33,293 Schwab Fundamental US Large Company Index ETF shares in Q4 2025, an estimated $891K.
Schwab Fundamental US Large Company Index ETF made up 1.03% of Prosperity Wealth Management's portfolio in Q4 2025, its #16 holding.
Prosperity Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2022 and has held it in 8 quarters since.
748 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.