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	–	1039
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

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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return