Prudential Financial
FNDX icon

Prudential Financial’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Prudential Financial’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
2024
Q4 		– Sell
-436,275
Closed -$10.4M – 2416
2024
Q3 		$10.4M Buy
436,275
+55,557
+15% +$1.28M 0.01% 664
2024
Q2 		$8.5M Buy
380,718
+3,105
+0.8% +$68.5K 0.01% 711
2024
Q1 		$8.48M Sell
377,613
-36,585
-9% -$778K 0.01% 735
2023
Q4 		$8.55M Buy
414,198
+63,258
+18% +$1.22M 0.01% 709
2023
Q3 		$6.55M Buy
350,940
+66,531
+23% +$1.29M 0.01% 800
2023
Q2 		$5.46M Buy
284,409
+37,134
+15% +$686K 0.01% 864
2023
Q1 		$4.53M Buy
247,275
+18,285
+8% +$335K 0.01% 908
2022
Q4 		$4.08M Buy
228,990
+48,921
+27% +$866K 0.01% 944
2022
Q3 		$2.91M Buy
180,069
+1,191
+0.7% +$21K ﹤0.01% 1110
2022
Q2 		$3.06M Buy
178,878
+28,023
+19% +$516K ﹤0.01% 1147
2022
Q1 		$2.94M Sell
150,855
-29,199
-16% -$563K ﹤0.01% 1279
2021
Q4 		$3.46M Buy
180,054
+10,677
+6% +$203K ﹤0.01% 1239
2021
Q3 		$3.1M Sell
169,377
-20,124
-11% -$369K ﹤0.01% 1238
2021
Q2 		$3.46M Buy
189,501
+42,648
+29% +$771K ﹤0.01% 1195
2021
Q1 		$2.53M Buy
+146,853
New +$2.39M ﹤0.01% 1340

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 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 22.9% 1-Year Est. Return

Prudential Financial's FNDX Position: Q4 2024 in Review

Prudential Financial sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2024, closing a stake of 436,275 shares — an estimated $10.4M sold.

Prudential Financial first reported a position in FNDX in Q1 2021 and held it in 15 quarters. The position peaked at $10.4M in Q3 2024. 628 funds tracked by Wall St. Rank hold FNDX as of Q4 2024.

  • Prudential Financial reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 436,275 Schwab Fundamental US Large Company Index ETF shares in Q4 2024, an estimated $10.4M.
  • Prudential Financial first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2021 and held it in 15 quarters.
  • Prudential Financial's Schwab Fundamental US Large Company Index ETF position peaked at $10.4M in Q3 2024.
  • 628 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.