Acima Private Wealth’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Acima Private Wealth’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
2022 Q4	–	Sell	-720	Closed	-$11.5K	–	227
2022 Q3	$11.5K	Hold	720	–	–	0.01%	201
2022 Q2	$12.2K	Hold	720	–	–	0.01%	203
2022 Q1	$14K	Hold	720	–	–	0.01%	208
2021 Q4	$14K	Hold	720	–	–	0.01%	207
2021 Q3	$13K	Hold	720	–	–	0.01%	202
2021 Q2	$13K	Sell	720 -228	-24%	-$4.12K	0.01%	200
2021 Q1	$16K	Hold	948	–	–	0.01%	191
2020 Q4	$14K	Buy	+948	New	+$13.4K	0.01%	195

Other funds holding FNDX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Acima Private Wealth's FNDX Position: Q4 2022 in Review

Acima Private Wealth sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2022, closing a stake of 720 shares — an estimated $11.5K sold.

Acima Private Wealth first reported a position in FNDX in Q4 2020 and held it in 8 quarters. The position peaked at $16K in Q1 2021. 388 funds tracked by Wall St. Rank hold FNDX as of Q4 2022.

Acima Private Wealth reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2022 after selling out during the quarter.
Acima Private Wealth sold 720 Schwab Fundamental US Large Company Index ETF shares in Q4 2022, an estimated $11.5K.
Acima Private Wealth first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2020 and held it in 8 quarters.
Acima Private Wealth's Schwab Fundamental US Large Company Index ETF position peaked at $16K in Q1 2021.
388 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2022.

Based on Acima Private Wealth's 13F filing for Q4 2022, filed 29 Feb 2024.