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

CSIA

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

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

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

AWM

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 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 $1.24B AUM 2.91% 1-Year Est. Return

QCG

Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Cedar Hill Associates's FNDX Position: Q4 2018 in Review

Cedar Hill Associates reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 79% in Q4 2018, selling an estimated $1.01M and leaving 22,020 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #93.

Cedar Hill Associates first reported a position in FNDX in Q3 2016 and has held it in 10 quarters since. The position peaked at $1.37M in Q3 2018. 160 funds tracked by Wall St. Rank hold FNDX as of Q4 2018.

Cedar Hill Associates held 22,020 shares of Schwab Fundamental US Large Company Index ETF worth $249K as of Q4 2018.
Cedar Hill Associates sold 81,630 Schwab Fundamental US Large Company Index ETF shares in Q4 2018, an estimated $1.01M.
Schwab Fundamental US Large Company Index ETF made up 0.1% of Cedar Hill Associates's portfolio in Q4 2018, its #93 holding.
Cedar Hill Associates first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2016 and has held it in 10 quarters since.
Cedar Hill Associates's Schwab Fundamental US Large Company Index ETF position peaked at $1.37M in Q3 2018.
160 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2018.

Based on Cedar Hill Associates's 13F filing for Q4 2018, filed 13 Feb 2019.