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

Frontier 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
2019
Q1 		– Sell
-170,175
Closed -$1.93M – 368
2018
Q4 		$1.93M Buy
+170,175
New +$2.1M 0.29% 80

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return

Frontier Wealth Management's FNDX Position: Q1 2019 in Review

Frontier Wealth Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2019, closing a stake of 170,175 shares — an estimated $1.93M sold.

Frontier Wealth Management first reported a position in FNDX in Q4 2018 and held it in 1 quarter. The position peaked at $1.93M in Q4 2018. 166 funds tracked by Wall St. Rank hold FNDX as of Q1 2019.

  • Frontier Wealth Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2019 after selling out during the quarter.
  • Frontier Wealth Management sold 170,175 Schwab Fundamental US Large Company Index ETF shares in Q1 2019, an estimated $1.93M.
  • Frontier Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2018 and held it in 1 quarter.
  • Frontier Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $1.93M in Q4 2018.
  • 166 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2019.

Based on Frontier Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.