SSWM
FNDX icon

Sheets Smith Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Sheets Smith Wealth 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
2026
Q2 		$2.13M Buy
68,427
+3,355
+5% +$101K 0.21% 99
2026
Q1 		$1.81M Buy
65,072
+5,985
+10% +$170K 0.2% 109
2025
Q4 		$1.61M Buy
59,087
+2,195
+4% +$58.7K 0.18% 119
2025
Q3 		$1.5M Sell
56,892
-37
-0.1% -$939 0.17% 128
2025
Q2 		$1.4M Buy
56,929
+3,775
+7% +$87.8K 0.16% 125
2025
Q1 		$1.25M Buy
53,154
+10,941
+26% +$264K 0.16% 129
2024
Q4 		$1,000K Buy
42,213
+2,571
+6% +$62.3K 0.12% 157
2024
Q3 		$948K Sell
39,642
-33
-0.1% -$759 0.12% 161
2024
Q2 		$886K Buy
39,675
+2,754
+7% +$60.7K 0.11% 170
2024
Q1 		$829K Buy
36,921
+147
+0.4% +$3.13K 0.09% 178
2023
Q4 		$759K Sell
36,774
-852
-2% -$16.4K 0.11% 163
2023
Q3 		$702K Sell
37,626
-885
-2% -$17.1K 0.11% 164
2023
Q2 		$739K Buy
38,511
+2,706
+8% +$50K 0.11% 165
2023
Q1 		$655K Buy
35,805
+459
+1% +$8.42K 0.1% 177
2022
Q4 		$630K Sell
35,346
-1,389
-4% -$24.6K 0.1% 172
2022
Q3 		$585K Buy
36,735
+2,781
+8% +$49.1K 0.1% 174
2022
Q2 		$576K Buy
33,954
+22,704
+202% +$418K 0.09% 166
2022
Q1 		$219K Sell
11,250
-9,612
-46% -$185K 0.03% 327
2021
Q4 		$408K Buy
+20,862
New +$396K 0.05% 257

Other funds holding FNDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
PS
Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return