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WR Wealth Planners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

WR Wealth Planners’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 		$59.2K Buy
2,501
+11
+0.4% +$267 0.02% 298
2024
Q3 		$59.6K Buy
+2,490
New +$57.3K 0.02% 320
2023
Q3 		– Sell
-225
Closed -$4.33K – 924
2023
Q2 		$4.33K Buy
+225
New +$4.16K ﹤0.01% 699

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 $1.88B AUM 29.07% 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 $2.72B AUM 21.58% 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

WR Wealth Planners's FNDX Position: Q4 2024 in Review

WR Wealth Planners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.44% in Q4 2024, buying an estimated $267 and bringing the position to 2,501 shares worth $59.2K. The position accounts for 0.02% of the portfolio, ranked #298.

WR Wealth Planners first reported a position in FNDX in Q2 2023 and has held it in 3 quarters since. The position peaked at $59.6K in Q3 2024. 627 funds tracked by Wall St. Rank hold FNDX as of Q4 2024.

  • WR Wealth Planners held 2,501 shares of Schwab Fundamental US Large Company Index ETF worth $59.2K as of Q4 2024.
  • WR Wealth Planners bought 11 Schwab Fundamental US Large Company Index ETF shares in Q4 2024, an estimated $267.
  • Schwab Fundamental US Large Company Index ETF made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #298 holding.
  • WR Wealth Planners first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2023 and has held it in 3 quarters since.
  • WR Wealth Planners's Schwab Fundamental US Large Company Index ETF position peaked at $59.6K in Q3 2024.
  • 627 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.