AWM
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Alterna Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Alterna Wealth Management’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
Q1 		– Sell
-2,466,774
Closed -$27.8M – 195
2018
Q4 		$27.8M Buy
+2,466,774
New +$30.4M 4.53% 5

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

Alterna Wealth Management's FNDX Position: Q1 2019 in Review

Alterna Wealth Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2019, closing a stake of 2,466,774 shares — an estimated $27.8M sold.

Alterna Wealth Management first reported a position in FNDX in Q4 2018 and held it in 1 quarter. The position peaked at $27.8M in Q4 2018. 167 funds tracked by Wall St. Rank hold FNDX as of Q1 2019.

  • Alterna Wealth Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 2,466,774 Schwab Fundamental US Large Company Index ETF shares in Q1 2019, an estimated $27.8M.
  • Alterna Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $27.8M in Q4 2018.
  • 167 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.