Comprehensive Financial Consultants Institutional’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022 Q1	–	Sell	-366	Closed	-$6K	–	264
2021 Q4	$6K	Buy	+366	New	+$6.95K	﹤0.01%	379

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CCMG

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McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

OPS

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AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's FNDX Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2022, closing a stake of 366 shares — an estimated $6K sold.

Comprehensive Financial Consultants Institutional first reported a position in FNDX in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 397 funds tracked by Wall St. Rank hold FNDX as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 366 Schwab Fundamental US Large Company Index ETF shares in Q1 2022, an estimated $6K.
Comprehensive Financial Consultants Institutional first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's Schwab Fundamental US Large Company Index ETF position peaked at $6K in Q4 2021.
397 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.