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

Founders 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
2014
Q4 		$164K Hold
16,368
– – 0.09% 115
2014
Q3 		$158K Hold
16,368
– – 0.09% 109
2014
Q2 		$158K Buy
+16,368
New +$154K 0.09% 105

Other funds holding FNDX

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SWM
Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
WA
WESPAC Advisors Orinda, California $205M AUM 41.07% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Founders Bank & Trust's FNDX Position: Q4 2014 in Review

Founders Bank & Trust held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q4 2014 at 16,368 shares worth $164K. The position accounts for 0.09% of the portfolio, ranked #115.

Founders Bank & Trust first reported a position in FNDX in Q2 2014 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold FNDX as of Q4 2014.

  • Founders Bank & Trust held 16,368 shares of Schwab Fundamental US Large Company Index ETF worth $164K as of Q4 2014.
  • Founders Bank & Trust left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q4 2014.
  • Schwab Fundamental US Large Company Index ETF made up 0.09% of Founders Bank & Trust's portfolio in Q4 2014, its #115 holding.
  • Founders Bank & Trust first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2014 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.