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Sugarloaf Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Sugarloaf Wealth Management’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
2024
Q4 		$289K Buy
12,223
+58
+0.5% +$1.41K 0.05% 128
2024
Q3 		$291K Buy
12,165
+108
+0.9% +$2.48K 0.06% 123
2024
Q2 		$269K Hold
12,057
– – 0.05% 120
2024
Q1 		$271K Buy
12,057
+51
+0.4% +$1.08K 0.06% 120
2023
Q4 		$248K Buy
12,006
+63
+0.5% +$1.21K 0.06% 118
2023
Q3 		$223K Buy
11,943
+60
+0.5% +$1.16K 0.06% 113
2023
Q2 		$228K Buy
+11,883
New +$220K 0.05% 116

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sugarloaf Wealth Management's FNDX Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.48% in Q4 2024, buying an estimated $1.41K and bringing the position to 12,223 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #128.

Sugarloaf Wealth Management first reported a position in FNDX in Q2 2023 and has held it in 7 quarters since. The position peaked at $291K in Q3 2024. 627 funds tracked by Wall St. Rank hold FNDX as of Q4 2024.

  • Sugarloaf Wealth Management held 12,223 shares of Schwab Fundamental US Large Company Index ETF worth $289K as of Q4 2024.
  • Sugarloaf Wealth Management bought 58 Schwab Fundamental US Large Company Index ETF shares in Q4 2024, an estimated $1.41K.
  • Schwab Fundamental US Large Company Index ETF made up 0.05% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #128 holding.
  • Sugarloaf Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2023 and has held it in 7 quarters since.
  • Sugarloaf Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $291K in Q3 2024.
  • 627 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.