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Exchange Capital Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Exchange Capital 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
2018
Q4 		– Sell
-7,500
Closed -$99K – 176
2018
Q3 		$99K Hold
7,500
– – 0.03% 141
2018
Q2 		$93K Hold
7,500
– – 0.03% 145
2018
Q1 		$91K Buy
+7,500
New +$94.4K 0.03% 139

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 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
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Exchange Capital Management's FNDX Position: Q4 2018 in Review

Exchange Capital Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2018, closing a stake of 7,500 shares — an estimated $99K sold.

Exchange Capital Management first reported a position in FNDX in Q1 2018 and held it in 3 quarters. The position peaked at $99K in Q3 2018. 160 funds tracked by Wall St. Rank hold FNDX as of Q4 2018.

  • Exchange Capital Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2018 after selling out during the quarter.
  • Exchange Capital Management sold 7,500 Schwab Fundamental US Large Company Index ETF shares in Q4 2018, an estimated $99K.
  • Exchange Capital Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2018 and held it in 3 quarters.
  • Exchange Capital Management's Schwab Fundamental US Large Company Index ETF position peaked at $99K in Q3 2018.
  • 160 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2018.

Based on Exchange Capital Management's 13F filing for Q4 2018, filed 1 Feb 2019.