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Wisconsin Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Wisconsin Wealth Advisors’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
-12,389
Closed -$326K – 88
2025
Q3 		$326K Sell
12,389
-2,017
-14% -$51.2K 0.31% 73
2025
Q2 		$354K Buy
+14,406
New +$335K 0.41% 67

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 $2.22B AUM 16.98% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 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 $374B AUM 17.66% 1-Year Est. Return

Wisconsin Wealth Advisors's FNDX Position: Q4 2025 in Review

Wisconsin Wealth Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2025, closing a stake of 12,389 shares — an estimated $326K sold.

Wisconsin Wealth Advisors first reported a position in FNDX in Q2 2025 and held it in 2 quarters. The position peaked at $354K in Q2 2025. 748 funds tracked by Wall St. Rank hold FNDX as of Q4 2025.

  • Wisconsin Wealth Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2025 after selling out during the quarter.
  • Wisconsin Wealth Advisors sold 12,389 Schwab Fundamental US Large Company Index ETF shares in Q4 2025, an estimated $326K.
  • Wisconsin Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2025 and held it in 2 quarters.
  • Wisconsin Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $354K in Q2 2025.
  • 748 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2025.

Based on Wisconsin Wealth Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.