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Fortem Financial Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Fortem Financial Group’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
Q1 		– Sell
-7,047
Closed -$106K – 259
2020
Q4 		$106K Buy
+7,047
New +$99.4K 0.06% 176

Other funds holding FNDX

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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
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fortem Financial Group's FNDX Position: Q1 2021 in Review

Fortem Financial Group sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2021, closing a stake of 7,047 shares — an estimated $106K sold.

Fortem Financial Group first reported a position in FNDX in Q4 2020 and held it in 1 quarter. The position peaked at $106K in Q4 2020. 257 funds tracked by Wall St. Rank hold FNDX as of Q1 2021.

  • Fortem Financial Group reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 7,047 Schwab Fundamental US Large Company Index ETF shares in Q1 2021, an estimated $106K.
  • Fortem Financial Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's Schwab Fundamental US Large Company Index ETF position peaked at $106K in Q4 2020.
  • 257 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.