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

Future Financial 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
2024
Q2 		– Sell
-77,172
Closed -$1.73M – 224
2024
Q1 		$1.73M Buy
77,172
+2,115
+3% +$45K 1.33% 17
2023
Q4 		$1.55M Buy
75,057
+192
+0.3% +$3.69K 1.54% 19
2023
Q3 		$1.4M Buy
74,865
+603
+0.8% +$11.7K 1.55% 20
2023
Q2 		$1.43M Buy
+74,262
New +$1.37M 1.5% 20

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Future Financial Wealth Management's FNDX Position: Q2 2024 in Review

Future Financial Wealth Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2024, closing a stake of 77,172 shares — an estimated $1.73M sold.

Future Financial Wealth Management first reported a position in FNDX in Q2 2023 and held it in 4 quarters. The position peaked at $1.73M in Q1 2024. 536 funds tracked by Wall St. Rank hold FNDX as of Q2 2024.

  • Future Financial Wealth Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2024 after selling out during the quarter.
  • Future Financial Wealth Management sold 77,172 Schwab Fundamental US Large Company Index ETF shares in Q2 2024, an estimated $1.73M.
  • Future Financial Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2023 and held it in 4 quarters.
  • Future Financial Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $1.73M in Q1 2024.
  • 536 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2024.

Based on Future Financial Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.