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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

SEIA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 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

Signal Advisors Wealth's FNDX Position: Q3 2025 in Review

Signal Advisors Wealth sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2025, closing a stake of 75,171 shares — an estimated $1.84M sold.

Signal Advisors Wealth first reported a position in FNDX in Q4 2023 and held it in 6 quarters. The position peaked at $6.93M in Q4 2024. 697 funds tracked by Wall St. Rank hold FNDX as of Q3 2025.

Signal Advisors Wealth reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2025 after selling out during the quarter.
Signal Advisors Wealth sold 75,171 Schwab Fundamental US Large Company Index ETF shares in Q3 2025, an estimated $1.84M.
Signal Advisors Wealth first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and held it in 6 quarters.
Signal Advisors Wealth's Schwab Fundamental US Large Company Index ETF position peaked at $6.93M in Q4 2024.
697 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2025.

Based on Signal Advisors Wealth's 13F filing for Q3 2025, filed 10 Oct 2025.