Raleigh Capital Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Raleigh Capital 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 Q1	–	Sell	-95	Closed	-$2.24K	–	738
2024 Q4	$2.24K	Buy	95 +2	+2%	+$48	﹤0.01%	821
2024 Q3	$2.25K	Hold	93	–	–	﹤0.01%	808
2024 Q2	$2.08K	Hold	93	–	–	﹤0.01%	780
2024 Q1	$2.1K	Buy	+93	New	+$1.98K	﹤0.01%	758
2023 Q4	–	Sell	-102	Closed	-$1.9K	–	1127
2023 Q3	$1.9K	Hold	102	–	–	﹤0.01%	779
2023 Q2	$1.94K	Hold	102	–	–	﹤0.01%	733
2023 Q1	$1.84K	Buy	102 +3	+3%	+$55	﹤0.01%	772
2022 Q4	$1.79K	Hold	99	–	–	﹤0.01%	694
2022 Q3	$2K	Hold	99	–	–	﹤0.01%	645
2022 Q2	$2K	Hold	99	–	–	﹤0.01%	536
2022 Q1	$2K	Buy	+99	New	+$1.91K	﹤0.01%	540

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

Raleigh Capital Management's FNDX Position: Q1 2025 in Review

Raleigh Capital Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2025, closing a stake of 95 shares — an estimated $2.24K sold.

Raleigh Capital Management first reported a position in FNDX in Q1 2022 and held it in 11 quarters. The position peaked at $2.25K in Q3 2024. 638 funds tracked by Wall St. Rank hold FNDX as of Q1 2025.

Raleigh Capital Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 95 Schwab Fundamental US Large Company Index ETF shares in Q1 2025, an estimated $2.24K.
Raleigh Capital Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2022 and held it in 11 quarters.
Raleigh Capital Management's Schwab Fundamental US Large Company Index ETF position peaked at $2.25K in Q3 2024.
638 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.