Freedman Financial Associates’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Freedman Financial Associates’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
2022 Q2	–	Sell	-7,134	Closed	-$140K	–	147
2022 Q1	$140K	Hold	7,134	–	–	0.1%	100
2021 Q4	$139K	Hold	7,134	–	–	0.09%	100
2021 Q3	$128K	Hold	7,134	–	–	0.09%	96
2021 Q2	$130K	Hold	7,134	–	–	0.1%	93
2021 Q1	$123K	Hold	7,134	–	–	0.1%	87
2020 Q4	$108K	Buy	+7,134	New	+$101K	0.1%	88

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 $2.22B AUM 16.98% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return

WTA

Washington Trust Advisors Wellesley, Massachusetts $1.24B AUM 22.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return

Freedman Financial Associates's FNDX Position: Q2 2022 in Review

Freedman Financial Associates sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2022, closing a stake of 7,134 shares — an estimated $140K sold.

Freedman Financial Associates first reported a position in FNDX in Q4 2020 and held it in 6 quarters. The position peaked at $140K in Q1 2022. 357 funds tracked by Wall St. Rank hold FNDX as of Q2 2022.

Freedman Financial Associates reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 7,134 Schwab Fundamental US Large Company Index ETF shares in Q2 2022, an estimated $140K.
Freedman Financial Associates first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's Schwab Fundamental US Large Company Index ETF position peaked at $140K in Q1 2022.
357 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.