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Synovus Financial’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Synovus Financial’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 		$5.28M Buy
200,766
+10,736
+6% +$273K 0.06% 189
2025
Q2 		$4.66M Buy
190,030
+37,491
+25% +$872K 0.06% 203
2025
Q1 		$3.6M Sell
152,539
-24,290
-14% -$587K 0.05% 237
2024
Q4 		$4.19M Sell
176,829
-179,133
-50% -$4.34M 0.05% 211
2024
Q3 		$8.51M Buy
355,962
+171,177
+93% +$3.94M 0.1% 139
2024
Q2 		$4.13M Buy
184,785
+11,331
+7% +$250K 0.05% 228
2024
Q1 		$3.9M Buy
173,454
+42,363
+32% +$901K 0.05% 223
2023
Q4 		$2.71M Buy
131,091
+106,557
+434% +$2.05M 0.04% 279
2023
Q3 		$458K Buy
+24,534
New +$475K 0.01% 640

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
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 $5.56B AUM 26.66% 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
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return