BDO Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

BDO Wealth Advisors’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
2022 Q4	–	Sell	-3,039	Closed	-$48K	–	1038
2022 Q3	$48K	Hold	3,039	–	–	0.01%	409
2022 Q2	$52K	Hold	3,039	–	–	0.01%	402
2022 Q1	$59K	Sell	3,039 -300	-9%	-$5.78K	0.01%	405
2021 Q4	$65K	Hold	3,339	–	–	0.01%	406
2021 Q3	$60K	Hold	3,339	–	–	0.01%	417
2021 Q2	$61K	Sell	3,339 -900	-21%	-$16.3K	0.01%	434
2021 Q1	$73K	Hold	4,239	–	–	0.01%	398
2020 Q4	$64K	Hold	4,239	–	–	0.01%	333
2020 Q3	$55K	Buy	+4,239	New	+$55.1K	0.01%	321

Other funds holding FNDX

CSIA

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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BDO Wealth Advisors's FNDX Position: Q4 2022 in Review

BDO Wealth Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2022, closing a stake of 3,039 shares — an estimated $48K sold.

BDO Wealth Advisors first reported a position in FNDX in Q3 2020 and held it in 9 quarters. The position peaked at $73K in Q1 2021. 388 funds tracked by Wall St. Rank hold FNDX as of Q4 2022.

BDO Wealth Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2022 after selling out during the quarter.
BDO Wealth Advisors sold 3,039 Schwab Fundamental US Large Company Index ETF shares in Q4 2022, an estimated $48K.
BDO Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2020 and held it in 9 quarters.
BDO Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $73K in Q1 2021.
388 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.