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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 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

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. 668 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.
668 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.