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FNDX icon

Clearshares’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Clearshares’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
2020
Q2 		– Sell
-148,614
Closed -$1.55M – 35
2020
Q1 		$1.55M Buy
148,614
+3,762
+3% +$49K 2.19% 20
2019
Q4 		$2.06M Sell
144,852
-154,242
-52% -$2.11M 1.92% 23
2019
Q3 		$3.94M Sell
299,094
-24,006
-7% -$313K 3.87% 19
2019
Q2 		$4.21M Buy
+323,100
New +$4.14M 3.85% 17

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
ML
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
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Clearshares's FNDX Position: Q2 2020 in Review

Clearshares sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2020, closing a stake of 148,614 shares — an estimated $1.55M sold.

Clearshares first reported a position in FNDX in Q2 2019 and held it in 4 quarters. The position peaked at $4.21M in Q2 2019. 196 funds tracked by Wall St. Rank hold FNDX as of Q2 2020.

  • Clearshares reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2020 after selling out during the quarter.
  • Clearshares sold 148,614 Schwab Fundamental US Large Company Index ETF shares in Q2 2020, an estimated $1.55M.
  • Clearshares first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2019 and held it in 4 quarters.
  • Clearshares's Schwab Fundamental US Large Company Index ETF position peaked at $4.21M in Q2 2019.
  • 196 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2020.

Based on Clearshares's 13F filing for Q2 2020, filed 11 Aug 2020.