CFN
FNDX icon

Cordasco Financial Network’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Cordasco Financial Network’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
-60
Closed -$1K – 563
2021
Q4 		$1K Buy
+60
New +$1.14K ﹤0.01% 530

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cordasco Financial Network's FNDX Position: Q1 2022 in Review

Cordasco Financial Network sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2022, closing a stake of 60 shares — an estimated $1K sold.

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

  • Cordasco Financial Network reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2022 after selling out during the quarter.
  • Cordasco Financial Network sold 60 Schwab Fundamental US Large Company Index ETF shares in Q1 2022, an estimated $1K.
  • Cordasco Financial Network first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and held it in 1 quarter.
  • Cordasco Financial Network's Schwab Fundamental US Large Company Index ETF position peaked at $1K in Q4 2021.
  • 397 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2022.

Based on Cordasco Financial Network's 13F filing for Q1 2022, filed 21 Apr 2022.