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Bradley & Co Private Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bradley & Co Private 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
2024
Q1 		– Sell
-1,197
Closed -$24.7K – 191
2023
Q4 		$24.7K Buy
+1,197
New +$23K 0.02% 90

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SEIA
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ML
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NB
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SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Bradley & Co Private Wealth Management's FNDX Position: Q1 2024 in Review

Bradley & Co Private Wealth Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2024, closing a stake of 1,197 shares — an estimated $24.7K sold.

Bradley & Co Private Wealth Management first reported a position in FNDX in Q4 2023 and held it in 1 quarter. The position peaked at $24.7K in Q4 2023. 501 funds tracked by Wall St. Rank hold FNDX as of Q1 2024.

  • Bradley & Co Private Wealth Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2024 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 1,197 Schwab Fundamental US Large Company Index ETF shares in Q1 2024, an estimated $24.7K.
  • Bradley & Co Private Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and held it in 1 quarter.
  • Bradley & Co Private Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $24.7K in Q4 2023.
  • 501 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2024.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.