Sonora Investment Management Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Sonora Investment Management Group’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	$742K	Buy	28,199 +2,160	+8%	+$54.8K	0.05%	144
2025 Q2	$639K	Sell	26,039 -48	-0.2%	-$1.12K	0.05%	151
2025 Q1	$616K	Buy	26,087 +333	+1%	+$8.05K	0.05%	154
2024 Q4	$610K	Buy	25,754 +4,589	+22%	+$111K	0.05%	151
2024 Q3	$506K	Sell	21,165 -483	-2%	-$11.1K	0.04%	173
2024 Q2	$486K	Hold	21,648	–	–	0.04%	176
2024 Q1	$486K	Buy	21,648 +6,156	+40%	+$131K	0.04%	176
2023 Q4	$320K	Sell	15,492 -2,760	-15%	-$53.1K	0.03%	199
2023 Q3	$341K	Sell	18,252 -678	-4%	-$13.1K	0.03%	189
2023 Q2	$363K	Buy	18,930 +2,403	+15%	+$44.4K	0.03%	189
2023 Q1	$303K	Sell	16,527 -5,391	-25%	-$98.9K	0.03%	207
2022 Q4	$390K	Buy	+21,918	New	+$388K	0.04%	179

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

Sonora Investment Management Group's FNDX Position: Q3 2025 in Review

Sonora Investment Management Group increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 8.3% in Q3 2025, buying an estimated $54.8K and bringing the position to 28,199 shares worth $742K. The position accounts for 0.05% of the portfolio, ranked #144.

Sonora Investment Management Group first reported a position in FNDX in Q4 2022 and has held it in 12 quarters since. 696 funds tracked by Wall St. Rank hold FNDX as of Q3 2025.

Sonora Investment Management Group held 28,199 shares of Schwab Fundamental US Large Company Index ETF worth $742K as of Q3 2025.
Sonora Investment Management Group bought 2,160 Schwab Fundamental US Large Company Index ETF shares in Q3 2025, an estimated $54.8K.
Schwab Fundamental US Large Company Index ETF made up 0.05% of Sonora Investment Management Group's portfolio in Q3 2025, its #144 holding.
Sonora Investment Management Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2022 and has held it in 12 quarters since.
696 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.