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Carter Financial Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Carter Financial Group’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
2022
Q1 		$460K Buy
+23,580
New +$454K 0.62% 22

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Carter Financial Group's FNDX Position: Q1 2022 in Review

Carter Financial Group opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2022: 23,580 shares worth $460K. The stake represents 0.62% of the portfolio and ranks #22 among its holdings.

397 funds tracked by Wall St. Rank hold FNDX as of Q1 2022.

  • Carter Financial Group held 23,580 shares of Schwab Fundamental US Large Company Index ETF worth $460K as of Q1 2022.
  • Schwab Fundamental US Large Company Index ETF was a new Carter Financial Group position in Q1 2022.
  • Schwab Fundamental US Large Company Index ETF made up 0.62% of Carter Financial Group's portfolio in Q1 2022, its #22 holding.
  • 397 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2022.

Based on Carter Financial Group's 13F filing for Q1 2022, filed 3 May 2022.