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

Sebold 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
Q2 		$4.18M Buy
170,447
+3,813
+2% +$88.7K 2.58% 12
2025
Q1 		$3.93M Buy
166,634
+3,741
+2% +$90.4K 2.59% 13
2024
Q4 		$3.86M Buy
162,893
+53
+0% +$1.28K 2.59% 11
2024
Q3 		$3.9M Sell
162,840
-7,218
-4% -$166K 2.57% 12
2024
Q2 		$3.8M Sell
170,058
-7,986
-4% -$176K 2.62% 12
2024
Q1 		$4M Sell
178,044
-4,500
-2% -$95.7K 2.7% 12
2023
Q4 		$3.77M Buy
182,544
+60,201
+49% +$1.16M 2.78% 11
2023
Q3 		$2.28M Buy
122,343
+9,492
+8% +$184K 1.86% 14
2023
Q2 		$2.17M Sell
112,851
-4,185
-4% -$77.3K 1.73% 16
2023
Q1 		$2.14M Sell
117,036
-696
-0.6% -$12.8K 1.69% 16
2022
Q4 		$2.1M Buy
+117,732
New +$2.08M 1.72% 16

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 $57.3B AUM 18.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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 $2.72B AUM 21.58% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sebold Capital Management's FNDX Position: Q2 2025 in Review

Sebold Capital Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 2.3% in Q2 2025, buying an estimated $88.7K and bringing the position to 170,447 shares worth $4.18M. The position accounts for 2.58% of the portfolio, ranked #12.

Sebold Capital Management first reported a position in FNDX in Q4 2022 and has held it in 11 quarters since. 665 funds tracked by Wall St. Rank hold FNDX as of Q2 2025.

  • Sebold Capital Management held 170,447 shares of Schwab Fundamental US Large Company Index ETF worth $4.18M as of Q2 2025.
  • Sebold Capital Management bought 3,813 Schwab Fundamental US Large Company Index ETF shares in Q2 2025, an estimated $88.7K.
  • Schwab Fundamental US Large Company Index ETF made up 2.58% of Sebold Capital Management's portfolio in Q2 2025, its #12 holding.
  • Sebold Capital Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2022 and has held it in 11 quarters since.
  • 665 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.