Capital Advisory Group Advisory Services’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Capital Advisory Group Advisory Services’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
2020 Q1	–	Sell	-1,383	Closed	-$20K	–	446
2019 Q4	$20K	Buy	+1,383	New	+$18.9K	0.01%	138

Other funds holding FNDX

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

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

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

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return