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Cedar Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Cedar Wealth Management’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
Q4 		– Sell
-46,746
Closed -$1.12M – 209
2024
Q3 		$1.12M Buy
46,746
+19,173
+70% +$441K 0.35% 39
2024
Q2 		$616K Hold
27,573
– – 0.2% 67
2024
Q1 		$619K Sell
27,573
-150
-0.5% -$3.19K 0.2% 61
2023
Q4 		$572K Sell
27,723
-20,721
-43% -$398K 0.21% 59
2023
Q3 		$904K Buy
48,444
+20,319
+72% +$393K 0.36% 37
2023
Q2 		$540K Sell
28,125
-225
-0.8% -$4.16K 0.21% 61
2023
Q1 		$519K Hold
28,350
– – 0.21% 63
2022
Q4 		$505K Sell
28,350
-48,348
-63% -$855K 0.25% 59
2022
Q3 		$1.22M Buy
76,698
+13,344
+21% +$235K 0.61% 27
2022
Q2 		$1.07M Sell
63,354
-8,517
-12% -$157K 0.49% 34
2022
Q1 		$1.4M Sell
71,871
-40,953
-36% -$789K 0.57% 35
2021
Q4 		$2.2M Sell
112,824
-3,975
-3% -$75.5K 0.89% 23
2021
Q3 		$2.1M Sell
116,799
-1,254
-1% -$23K 0.93% 20
2021
Q2 		$2.15M Sell
118,053
-8,121
-6% -$147K 0.97% 19
2021
Q1 		$2.17M Buy
126,174
+1,503
+1% +$24.5K 1.08% 16
2020
Q4 		$1.88M Buy
124,671
+1,137
+0.9% +$16K 1.01% 15
2020
Q3 		$1.59M Sell
123,534
-5,100
-4% -$66.3K 0.99% 15
2020
Q2 		$1.58M Buy
128,634
+828
+0.6% +$9.76K 1.07% 13
2020
Q1 		$1.33M Buy
127,806
+42,165
+49% +$549K 0.9% 13
2019
Q4 		$1.22M Buy
85,641
+38,043
+80% +$520K 0.72% 15
2019
Q3 		$628K Buy
47,598
+16,662
+54% +$217K 0.42% 22
2019
Q2 		$403K Buy
30,936
+9,864
+47% +$126K 0.26% 32
2019
Q1 		$267K Buy
21,072
+20,193
+2,297% +$248K 0.17% 46
2018
Q4 		$10K Buy
879
+720
+453% +$8.88K 0.01% 130
2018
Q3 		$2K Buy
+159
New +$2.07K ﹤0.01% 155

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cedar Wealth Management's FNDX Position: Q4 2024 in Review

Cedar Wealth Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2024, closing a stake of 46,746 shares — an estimated $1.12M sold.

Cedar Wealth Management first reported a position in FNDX in Q3 2018 and held it in 25 quarters. The position peaked at $2.2M in Q4 2021. 627 funds tracked by Wall St. Rank hold FNDX as of Q4 2024.

  • Cedar Wealth Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 46,746 Schwab Fundamental US Large Company Index ETF shares in Q4 2024, an estimated $1.12M.
  • Cedar Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2018 and held it in 25 quarters.
  • Cedar Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $2.2M in Q4 2021.
  • 627 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.