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

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

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

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

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return