EWM
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Endurance Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Endurance Wealth 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
2023
Q2 		$10K Hold
516
– – ﹤0.01% 493
2023
Q1 		$9K Hold
516
– – ﹤0.01% 511
2022
Q4 		$9K Buy
+516
New +$9.13K ﹤0.01% 484

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

Endurance Wealth Management's FNDX Position: Q2 2023 in Review

Endurance Wealth Management held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2023 at 516 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Endurance Wealth Management first reported a position in FNDX in Q4 2022 and has held it in 3 quarters since. 412 funds tracked by Wall St. Rank hold FNDX as of Q2 2023.

  • Endurance Wealth Management held 516 shares of Schwab Fundamental US Large Company Index ETF worth $10K as of Q2 2023.
  • Endurance Wealth Management left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2023.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #493 holding.
  • Endurance Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2022 and has held it in 3 quarters since.
  • 412 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.