1NWS
FNDX icon

1 North Wealth Services’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

1 North Wealth Services’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
2019
Q4 		$6K Hold
420
– – ﹤0.01% 236
2019
Q3 		$6K Buy
+420
New +$5.48K ﹤0.01% 190
2019
Q1 		$5K Hold
420
– – ﹤0.01% 195
2018
Q4 		$5K Buy
+420
New +$5.18K ﹤0.01% 189

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

1 North Wealth Services's FNDX Position: Q4 2019 in Review

1 North Wealth Services held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q4 2019 at 420 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

1 North Wealth Services first reported a position in FNDX in Q4 2018 and has held it in 4 quarters since. 222 funds tracked by Wall St. Rank hold FNDX as of Q4 2019.

  • 1 North Wealth Services held 420 shares of Schwab Fundamental US Large Company Index ETF worth $6K as of Q4 2019.
  • 1 North Wealth Services left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q4 2019.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #236 holding.
  • 1 North Wealth Services first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2018 and has held it in 4 quarters since.
  • 222 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.