Buckingham Strategic Wealth’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Buckingham Strategic Wealth’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 Q2	$680K	Sell	30,441 -4,800	-14%	-$106K	0.01%	405
2024 Q1	$792K	Buy	35,241 +11,847	+51%	+$252K	0.01%	376
2023 Q4	$483K	Sell	23,394 -11,112	-32%	-$214K	0.01%	449
2023 Q3	$644K	Buy	34,506 +2,166	+7%	+$41.9K	0.01%	364
2023 Q2	$621K	Sell	32,340 -1,338	-4%	-$24.7K	0.01%	377
2023 Q1	$600K	Hold	33,678	–	–	0.01%	344
2022 Q4	$600K	Buy	33,678 +921	+3%	+$16.3K	0.01%	346
2022 Q3	$521K	Sell	32,757 -2,190	-6%	-$38.6K	0.01%	361
2022 Q2	$593K	Buy	34,947 +13,767	+65%	+$253K	0.01%	335
2022 Q1	$413K	Buy	21,180 +4,779	+29%	+$92.1K	0.01%	402
2021 Q4	$320K	Sell	16,401 -1,485	-8%	-$28.2K	0.01%	461
2021 Q3	$322K	Sell	17,886 -7,146	-29%	-$131K	0.01%	451
2021 Q2	$457K	Buy	25,032 +7,083	+39%	+$128K	0.01%	382
2021 Q1	$309K	Buy	17,949 +4,260	+31%	+$69.4K	0.02%	432
2020 Q4	$207K	Buy	+13,689	New	+$193K	0.01%	501

Other funds holding FNDX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

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

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 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

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return