CIA
FNDX icon

Choate Investment Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Choate Investment Advisors’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
2023
Q4 		– Sell
-1,467
Closed -$27.4K – 397
2023
Q3 		$27.4K Hold
1,467
– – ﹤0.01% 413
2023
Q2 		$28.2K Hold
1,467
– – ﹤0.01% 327
2023
Q1 		$26.9K Hold
1,467
– – ﹤0.01% 305
2022
Q4 		$26.1K Hold
1,467
– – ﹤0.01% 315
2022
Q3 		$23K Hold
1,467
– – ﹤0.01% 281
2022
Q2 		$25K Hold
1,467
– – ﹤0.01% 295
2022
Q1 		$29K Hold
1,467
– – ﹤0.01% 332
2021
Q4 		$29K Hold
1,467
– – ﹤0.01% 318
2021
Q3 		$26K Sell
1,467
-777
-35% -$14.3K ﹤0.01% 290
2021
Q2 		$41K Buy
+2,244
New +$40.6K ﹤0.01% 297

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Choate Investment Advisors's FNDX Position: Q4 2023 in Review

Choate Investment Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2023, closing a stake of 1,467 shares — an estimated $27.4K sold.

Choate Investment Advisors first reported a position in FNDX in Q2 2021 and held it in 10 quarters. The position peaked at $41K in Q2 2021. 479 funds tracked by Wall St. Rank hold FNDX as of Q4 2023.

  • Choate Investment Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2023 after selling out during the quarter.
  • Choate Investment Advisors sold 1,467 Schwab Fundamental US Large Company Index ETF shares in Q4 2023, an estimated $27.4K.
  • Choate Investment Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2021 and held it in 10 quarters.
  • Choate Investment Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $41K in Q2 2021.
  • 479 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2023.

Based on Choate Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.