Almanack Investment Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Almanack Investment Partners’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	-3,852	Closed	-$62K	–	530
2022 Q3	$62K	Sell	3,852 -29,865	-89%	-$527K	0.01%	232
2022 Q2	$572K	Sell	33,717 -2,271	-6%	-$41.8K	0.06%	205
2022 Q1	$702K	Sell	35,988 -3,747	-9%	-$72.2K	0.06%	203
2021 Q4	$776K	Buy	39,735 +3,723	+10%	+$70.7K	0.06%	187
2021 Q3	$648K	Sell	36,012 -59,949	-62%	-$1.1M	0.06%	206
2021 Q2	$1.75M	Sell	95,961 -402,300	-81%	-$7.27M	0.17%	90
2021 Q1	$8.58M	Sell	498,261 -25,899	-5%	-$422K	0.87%	26
2020 Q4	$7.91M	Buy	524,160 +488,136	+1,355%	+$6.88M	0.9%	27
2020 Q3	$510K	Sell	36,024 -10,764	-23%	-$140K	0.06%	202
2020 Q2	$575K	Buy	+46,788	New	+$551K	0.1%	108

Other funds holding FNDX

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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return

Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return