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

Foresight 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
2020 Q2	–	Sell	-25,347	Closed	-$265K	–	113
2020 Q1	$265K	Sell	25,347 -1,035	-4%	-$13.5K	0.18%	70
2019 Q4	$375K	Buy	26,382 +1,035	+4%	+$14.1K	0.23%	60
2019 Q3	$334K	Buy	25,347 +687	+3%	+$8.96K	0.24%	69
2019 Q2	$321K	Hold	24,660	–	–	0.24%	70
2019 Q1	$312K	Buy	+24,660	New	+$303K	0.27%	69

Other funds holding FNDX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

KLI

Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Foresight Wealth Management's FNDX Position: Q2 2020 in Review

Foresight Wealth Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2020, closing a stake of 25,347 shares — an estimated $265K sold.

Foresight Wealth Management first reported a position in FNDX in Q1 2019 and held it in 5 quarters. The position peaked at $375K in Q4 2019. 196 funds tracked by Wall St. Rank hold FNDX as of Q2 2020.

Foresight Wealth Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2020 after selling out during the quarter.
Foresight Wealth Management sold 25,347 Schwab Fundamental US Large Company Index ETF shares in Q2 2020, an estimated $265K.
Foresight Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2019 and held it in 5 quarters.
Foresight Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $375K in Q4 2019.
196 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2020.

Based on Foresight Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.