Clearwater Capital Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Clearwater Capital 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
2018 Q3	–	Sell	-16,668	Closed	-$207K	–	190
2018 Q2	$207K	Hold	16,668	–	–	0.04%	178
2018 Q1	$202K	Hold	16,668	–	–	0.04%	180
2017 Q4	$208K	Buy	+16,668	New	+$201K	0.05%	174

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

AFA

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

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

ZCA

Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return

Clearwater Capital Advisors's FNDX Position: Q3 2018 in Review

Clearwater Capital Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2018, closing a stake of 16,668 shares — an estimated $207K sold.

Clearwater Capital Advisors first reported a position in FNDX in Q4 2017 and held it in 3 quarters. The position peaked at $208K in Q4 2017. 146 funds tracked by Wall St. Rank hold FNDX as of Q3 2018.

Clearwater Capital Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 16,668 Schwab Fundamental US Large Company Index ETF shares in Q3 2018, an estimated $207K.
Clearwater Capital Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2017 and held it in 3 quarters.
Clearwater Capital Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $208K in Q4 2017.
146 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2018.

Based on Clearwater Capital Advisors's 13F filing for Q3 2018, filed 17 Oct 2018.