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Vestor Capital’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Vestor Capital’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
Q4 		– Sell
-1,743
Closed -$46K – 277
2025
Q3 		$46K Buy
+1,743
New +$44.3K ﹤0.01% 273

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 $57.3B AUM 18.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Vestor Capital's FNDX Position: Q4 2025 in Review

Vestor Capital sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2025, closing a stake of 1,743 shares — an estimated $46K sold.

Vestor Capital first reported a position in FNDX in Q3 2025 and held it in 1 quarter. The position peaked at $46K in Q3 2025. 749 funds tracked by Wall St. Rank hold FNDX as of Q4 2025.

  • Vestor Capital reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2025 after selling out during the quarter.
  • Vestor Capital sold 1,743 Schwab Fundamental US Large Company Index ETF shares in Q4 2025, an estimated $46K.
  • Vestor Capital first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2025 and held it in 1 quarter.
  • Vestor Capital's Schwab Fundamental US Large Company Index ETF position peaked at $46K in Q3 2025.
  • 749 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2025.

Based on Vestor Capital's 13F filing for Q4 2025, filed 11 Feb 2026.