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Brouwer & Janachowski’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Brouwer & Janachowski’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
2015
Q3 		– Sell
-342
Closed -$3K – 56
2015
Q2 		$3K Buy
+342
New +$3.47K ﹤0.01% 81
2014
Q2 		– Sell
-342
Closed -$3K – 53
2014
Q1 		$3K Buy
+342
New +$3.07K ﹤0.01% 85

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brouwer & Janachowski's FNDX Position: Q3 2015 in Review

Brouwer & Janachowski sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2015, closing a stake of 342 shares — an estimated $3K sold.

Brouwer & Janachowski first reported a position in FNDX in Q1 2014 and held it in 2 quarters. The position peaked at $3K in Q2 2015. 44 funds tracked by Wall St. Rank hold FNDX as of Q3 2015.

  • Brouwer & Janachowski reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2015 after selling out during the quarter.
  • Brouwer & Janachowski sold 342 Schwab Fundamental US Large Company Index ETF shares in Q3 2015, an estimated $3K.
  • Brouwer & Janachowski first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2014 and held it in 2 quarters.
  • Brouwer & Janachowski's Schwab Fundamental US Large Company Index ETF position peaked at $3K in Q2 2015.
  • 44 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2015.

Based on Brouwer & Janachowski's 13F filing for Q3 2015, filed 16 Nov 2015.