SNWA
FNDX icon

Siligmueller & Norvid Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Siligmueller & Norvid Wealth Advisors’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 		– Sell
-150,559
Closed -$3.55M – 97
2025
Q1 		$3.55M Buy
150,559
+51,088
+51% +$1.23M 1.5% 22
2024
Q4 		$2.36M Buy
+99,471
New +$2.41M 1% 29

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $424B AUM 22.96% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's FNDX Position: Q2 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2025, closing a stake of 150,559 shares — an estimated $3.55M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in FNDX in Q4 2024 and held it in 2 quarters. The position peaked at $3.55M in Q1 2025. 665 funds tracked by Wall St. Rank hold FNDX as of Q2 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 150,559 Schwab Fundamental US Large Company Index ETF shares in Q2 2025, an estimated $3.55M.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and held it in 2 quarters.
  • Siligmueller & Norvid Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $3.55M in Q1 2025.
  • 665 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.