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Signal Advisors Wealth’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Signal Advisors Wealth’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
Q3 		– Sell
-75,171
Closed -$1.84M – 486
2025
Q2 		$1.84M Sell
75,171
-156,094
-67% -$3.63M 0.14% 142
2025
Q1 		$5.46M Sell
231,265
-61,526
-21% -$1.49M 0.53% 48
2024
Q4 		$6.93M Buy
292,791
+31,647
+12% +$767K 0.78% 29
2024
Q3 		$6.25M Buy
+261,144
New +$6.01M 0.89% 22
2024
Q2 		– Sell
-163,293
Closed -$3.67M – 144
2024
Q1 		$3.67M Buy
163,293
+20,295
+14% +$431K 0.91% 31
2023
Q4 		$2.95M Buy
+142,998
New +$2.75M 1.02% 29

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
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