Cedar Hill Associates’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Cedar Hill Associates’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
2018 Q4	$249K	Sell	22,020 -81,630	-79%	-$1.01M	0.1%	93
2018 Q3	$1.37M	Hold	103,650	–	–	0.31%	59
2018 Q2	$1.29M	Hold	103,650	–	–	0.27%	67
2018 Q1	$1.26M	Hold	103,650	–	–	0.25%	69
2017 Q4	$1.29M	Hold	103,650	–	–	0.23%	70
2017 Q3	$1.21M	Hold	103,650	–	–	0.21%	70
2017 Q2	$1.17M	Buy	103,650 +12,900	+14%	+$145K	0.24%	57
2017 Q1	$1.02M	Buy	90,750 +27,420	+43%	+$306K	0.21%	57
2016 Q4	$689K	Hold	63,330	–	–	0.12%	58
2016 Q3	$657K	Buy	+63,330	New	+$655K	0.11%	58

Other funds holding FNDX

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

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 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

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

Alterna Wealth Management Houston, Texas $132M AUM 13.71% 1-Year Est. Return

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

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return