AFNAS
FNDX icon

American Financial Network Advisory Services’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

American Financial Network Advisory 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
2017
Q4 		– Sell
-402
Closed -$5K – 699
2017
Q3 		$5K Buy
+402
New +$4.6K ﹤0.01% 575

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 $1.97B AUM 22.31% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 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
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

American Financial Network Advisory Services's FNDX Position: Q4 2017 in Review

American Financial Network Advisory Services sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2017, closing a stake of 402 shares — an estimated $5K sold.

American Financial Network Advisory Services first reported a position in FNDX in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 113 funds tracked by Wall St. Rank hold FNDX as of Q4 2017.

  • American Financial Network Advisory Services reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2017 after selling out during the quarter.
  • American Financial Network Advisory Services sold 402 Schwab Fundamental US Large Company Index ETF shares in Q4 2017, an estimated $5K.
  • American Financial Network Advisory Services first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2017 and held it in 1 quarter.
  • American Financial Network Advisory Services's Schwab Fundamental US Large Company Index ETF position peaked at $5K in Q3 2017.
  • 113 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2017.

Based on American Financial Network Advisory Services's 13F filing for Q4 2017, filed 2 Jan 2018.