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Crestone Asset Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Crestone Asset Management’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
-26,532
Closed -$277K – 71
2020
Q1 		$277K Buy
+26,532
New +$346K 0.11% 49

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 $2.22B AUM 16.98% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 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 $1.86B AUM 19.25% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Crestone Asset Management's FNDX Position: Q2 2020 in Review

Crestone Asset Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2020, closing a stake of 26,532 shares — an estimated $277K sold.

Crestone Asset Management first reported a position in FNDX in Q1 2020 and held it in 1 quarter. The position peaked at $277K in Q1 2020. 196 funds tracked by Wall St. Rank hold FNDX as of Q2 2020.

  • Crestone Asset Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2020 after selling out during the quarter.
  • Crestone Asset Management sold 26,532 Schwab Fundamental US Large Company Index ETF shares in Q2 2020, an estimated $277K.
  • Crestone Asset Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2020 and held it in 1 quarter.
  • Crestone Asset Management's Schwab Fundamental US Large Company Index ETF position peaked at $277K in Q1 2020.
  • 196 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2020.

Based on Crestone Asset Management's 13F filing for Q2 2020, filed 12 Mar 2021.