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BB&T Securities’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

BB&T Securities’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
2018
Q4 		– Sell
-31,317
Closed -$414K – 1528
2018
Q3 		$414K Buy
31,317
+4,314
+16% +$56.1K ﹤0.01% 1175
2018
Q2 		$336K Buy
+27,003
New +$336K ﹤0.01% 1232
2017
Q3 		– Sell
-26,127
Closed -$294K – 1431
2017
Q2 		$294K Buy
+26,127
New +$294K ﹤0.01% 1159

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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 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 $1.24B AUM 2.91% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

BB&T Securities's FNDX Position: Q4 2018 in Review

BB&T Securities sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2018, closing a stake of 31,317 shares — an estimated $414K sold.

BB&T Securities first reported a position in FNDX in Q2 2017 and held it in 3 quarters. The position peaked at $414K in Q3 2018. 160 funds tracked by Wall St. Rank hold FNDX as of Q4 2018.

  • BB&T Securities reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2018 after selling out during the quarter.
  • BB&T Securities sold 31,317 Schwab Fundamental US Large Company Index ETF shares in Q4 2018, an estimated $414K.
  • BB&T Securities first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2017 and held it in 3 quarters.
  • BB&T Securities's Schwab Fundamental US Large Company Index ETF position peaked at $414K in Q3 2018.
  • 160 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2018.

Based on BB&T Securities's 13F filing for Q4 2018, filed 4 Feb 2019.