DWMG
FNDX icon

DB Wealth Management Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

DB Wealth Management Group’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
2021
Q2 		– Sell
-198
Closed -$3K – 361
2021
Q1 		$3K Buy
+198
New +$3.23K ﹤0.01% 324

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

DB Wealth Management Group's FNDX Position: Q2 2021 in Review

DB Wealth Management Group sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2021, closing a stake of 198 shares — an estimated $3K sold.

DB Wealth Management Group first reported a position in FNDX in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 280 funds tracked by Wall St. Rank hold FNDX as of Q2 2021.

  • DB Wealth Management Group reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2021 after selling out during the quarter.
  • DB Wealth Management Group sold 198 Schwab Fundamental US Large Company Index ETF shares in Q2 2021, an estimated $3K.
  • DB Wealth Management Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2021 and held it in 1 quarter.
  • DB Wealth Management Group's Schwab Fundamental US Large Company Index ETF position peaked at $3K in Q1 2021.
  • 280 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2021.

Based on DB Wealth Management Group's 13F filing for Q2 2021, filed 4 Aug 2021.