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Clear Perspectives Financial Planning’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		– Sell
-114
Closed -$2.03K – 209
2022
Q4 		$2.03K Buy
+114
New +$2.02K ﹤0.01% 187

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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 $2.22B AUM 16.98% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clear Perspectives Financial Planning's FNDX Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2023, closing a stake of 114 shares — an estimated $2.03K sold.

Clear Perspectives Financial Planning first reported a position in FNDX in Q4 2022 and held it in 1 quarter. The position peaked at $2.03K in Q4 2022. 386 funds tracked by Wall St. Rank hold FNDX as of Q1 2023.

  • Clear Perspectives Financial Planning reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2023 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 114 Schwab Fundamental US Large Company Index ETF shares in Q1 2023, an estimated $2.03K.
  • Clear Perspectives Financial Planning first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Schwab Fundamental US Large Company Index ETF position peaked at $2.03K in Q4 2022.
  • 386 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.