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

Filbrandt 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
2021
Q3 		– Sell
-360
Closed -$7K – 243
2021
Q2 		$7K Buy
+360
New +$6.51K ﹤0.01% 135
2020
Q2 		– Sell
-1,437
Closed -$15K – 408
2020
Q1 		$15K Buy
+1,437
New +$18.7K 0.02% 112

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Filbrandt Wealth Management's FNDX Position: Q3 2021 in Review

Filbrandt Wealth Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2021, closing a stake of 360 shares — an estimated $7K sold.

Filbrandt Wealth Management first reported a position in FNDX in Q1 2020 and held it in 2 quarters. The position peaked at $15K in Q1 2020. 302 funds tracked by Wall St. Rank hold FNDX as of Q3 2021.

  • Filbrandt Wealth Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2021 after selling out during the quarter.
  • Filbrandt Wealth Management sold 360 Schwab Fundamental US Large Company Index ETF shares in Q3 2021, an estimated $7K.
  • Filbrandt Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2020 and held it in 2 quarters.
  • Filbrandt Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $15K in Q1 2020.
  • 302 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.