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

Arlington 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
2023
Q3 		– Sell
-12,324
Closed -$236K – 490
2023
Q2 		$236K Buy
+12,324
New +$228K 0.04% 136

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ML
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NB
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GWS
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CC
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LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
KLI
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Arlington Partners's FNDX Position: Q3 2023 in Review

Arlington Partners sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2023, closing a stake of 12,324 shares — an estimated $236K sold.

Arlington Partners first reported a position in FNDX in Q2 2023 and held it in 1 quarter. The position peaked at $236K in Q2 2023. 411 funds tracked by Wall St. Rank hold FNDX as of Q3 2023.

  • Arlington Partners reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2023 after selling out during the quarter.
  • Arlington Partners sold 12,324 Schwab Fundamental US Large Company Index ETF shares in Q3 2023, an estimated $236K.
  • Arlington Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2023 and held it in 1 quarter.
  • Arlington Partners's Schwab Fundamental US Large Company Index ETF position peaked at $236K in Q2 2023.
  • 411 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2023.

Based on Arlington Partners's 13F filing for Q3 2023, filed 24 Oct 2023.