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FineMark National Bank & Trust’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

FineMark National Bank & Trust’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
2024
Q3 		– Sell
-15,822
Closed -$353K – 430
2024
Q2 		$353K Buy
+15,822
New +$349K 0.01% 327

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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 $2.22B AUM 16.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FineMark National Bank & Trust's FNDX Position: Q3 2024 in Review

FineMark National Bank & Trust sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2024, closing a stake of 15,822 shares — an estimated $353K sold.

FineMark National Bank & Trust first reported a position in FNDX in Q2 2024 and held it in 1 quarter. The position peaked at $353K in Q2 2024. 568 funds tracked by Wall St. Rank hold FNDX as of Q3 2024.

  • FineMark National Bank & Trust reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2024 after selling out during the quarter.
  • FineMark National Bank & Trust sold 15,822 Schwab Fundamental US Large Company Index ETF shares in Q3 2024, an estimated $353K.
  • FineMark National Bank & Trust first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and held it in 1 quarter.
  • FineMark National Bank & Trust's Schwab Fundamental US Large Company Index ETF position peaked at $353K in Q2 2024.
  • 568 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2024.

Based on FineMark National Bank & Trust's 13F filing for Q3 2024, filed 13 Nov 2024.