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Beaird Harris Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Beaird Harris Wealth Management’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
Q1 		– Sell
-12,636
Closed -$225K – 571
2022
Q4 		$225K Buy
+12,636
New +$224K 0.04% 82

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
NB
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beaird Harris Wealth Management's FNDX Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2023, closing a stake of 12,636 shares — an estimated $225K sold.

Beaird Harris Wealth Management first reported a position in FNDX in Q4 2022 and held it in 1 quarter. The position peaked at $225K in Q4 2022. 386 funds tracked by Wall St. Rank hold FNDX as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 12,636 Schwab Fundamental US Large Company Index ETF shares in Q1 2023, an estimated $225K.
  • Beaird Harris Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $225K in Q4 2022.
  • 386 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.