SIC
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SJS Investment Consulting’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

SJS Investment Consulting’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
Q1 		$64.3K Hold
2,310
– – 0.01% 302
2025
Q4 		$62.9K Hold
2,310
– – 0.01% 285
2025
Q3 		$60.8K Hold
2,310
– – 0.01% 236
2025
Q2 		$56.7K Sell
2,310
-213
-8% -$4.96K 0.01% 173
2025
Q1 		$59.6K Hold
2,523
– – 0.01% 178
2024
Q4 		$59.7K Hold
2,523
– – 0.01% 173
2024
Q3 		$60.4K Sell
2,523
-1,326
-34% -$30.5K 0.01% 185
2024
Q2 		$85.9K Buy
3,849
+213
+6% +$4.7K 0.02% 136
2024
Q1 		$81.7K Buy
3,636
+66
+2% +$1.4K 0.02% 141
2023
Q4 		$73.7K Hold
3,570
– – 0.02% 138
2023
Q3 		$66.6K Hold
3,570
– – 0.02% 136
2023
Q2 		$68.5K Sell
3,570
-213
-6% -$3.94K 0.02% 132
2023
Q1 		$69.3K Sell
3,783
-5,268
-58% -$96.7K 0.02% 129
2022
Q4 		$161K Sell
9,051
-6,669
-42% -$118K 0.05% 86
2022
Q3 		$250K Buy
+15,720
New +$277K 0.08% 62
2022
Q1 		$379K Buy
19,455
+246
+1% +$4.74K 0.12% 57
2021
Q4 		$375K Buy
+19,209
New +$365K 0.11% 59

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 $57.2B AUM 18.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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 $4.94B AUM 23.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return