SL
FNDX icon

Salomon & Ludwin’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Salomon & Ludwin’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
2026
Q1 		$20.9K Hold
747
– – ﹤0.01% 1048
2025
Q4 		$20.7K Hold
747
– – ﹤0.01% 874
2025
Q3 		$19.8K Sell
747
-1,062
-59% -$27K ﹤0.01% 823
2025
Q2 		$45K Buy
1,809
+1,062
+142% +$24.7K ﹤0.01% 277
2025
Q1 		$17.6K Hold
747
– – ﹤0.01% 383
2024
Q4 		$17.7K Buy
747
+195
+35% +$4.73K ﹤0.01% 373
2024
Q3 		$13.2K Hold
552
– – ﹤0.01% 420
2024
Q2 		$12.3K Hold
552
– – ﹤0.01% 419
2024
Q1 		$12.4K Hold
552
– – ﹤0.01% 530
2023
Q4 		$10.3K Hold
552
– – ﹤0.01% 488
2023
Q3 		$10.3K Buy
+552
New +$10.7K ﹤0.01% 487
2019
Q1 		– Hold
0
– – – 253
2018
Q4 		– Hold
0
– – – 189

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $4.94B AUM 23.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return