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SC&H Financial Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

SC&H Financial Advisors’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 		$330K Buy
11,847
+48
+0.4% +$1.36K 0.05% 116
2025
Q4 		$321K Buy
11,799
+52
+0.4% +$1.39K 0.05% 119
2025
Q3 		$309K Buy
11,747
+49
+0.4% +$1.24K 0.05% 118
2025
Q2 		$287K Buy
11,698
+905
+8% +$21.1K 0.05% 119
2025
Q1 		$255K Sell
10,793
-1,178
-10% -$28.5K 0.05% 128
2024
Q4 		$283K Buy
11,971
+1,276
+12% +$30.9K 0.06% 118
2024
Q3 		$256K Buy
10,695
+96
+0.9% +$2.21K 0.06% 133
2024
Q2 		$237K Hold
10,599
– – 0.06% 131
2024
Q1 		$238K Buy
10,599
+45
+0.4% +$957 0.06% 128
2023
Q4 		$218K Buy
+10,554
New +$203K 0.06% 132
2023
Q3 		– Sell
-10,446
Closed -$200K – 133
2023
Q2 		$200K Buy
+10,446
New +$193K 0.07% 134

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 $5.56B AUM 26.66% 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