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Vishria Bird Financial Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Vishria Bird Financial 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 		$885K Hold
33,648
– – 0.17% 47
2025
Q2 		$826K Hold
33,648
– – 0.27% 37
2025
Q1 		$794K Hold
33,648
– – 0.27% 40
2024
Q4 		$797K Hold
33,648
– – 0.28% 37
2024
Q3 		$805K Buy
+33,648
New +$774K 0.31% 38

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
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 $432B 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 $2.72B AUM 21.58% 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

Vishria Bird Financial Group's FNDX Position: Q3 2025 in Review

Vishria Bird Financial Group held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q3 2025 at 33,648 shares worth $885K. The position accounts for 0.17% of the portfolio, ranked #47.

Vishria Bird Financial Group first reported a position in FNDX in Q3 2024 and has held it in 5 quarters since. 696 funds tracked by Wall St. Rank hold FNDX as of Q3 2025.

  • Vishria Bird Financial Group held 33,648 shares of Schwab Fundamental US Large Company Index ETF worth $885K as of Q3 2025.
  • Vishria Bird Financial Group left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q3 2025.
  • Schwab Fundamental US Large Company Index ETF made up 0.17% of Vishria Bird Financial Group's portfolio in Q3 2025, its #47 holding.
  • Vishria Bird Financial Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2024 and has held it in 5 quarters since.
  • 696 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.