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Global Wealth Management Investment Advisory’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-906
Closed -$18.7K – 249
2023
Q4 		$18.7K Hold
906
– – ﹤0.01% 255
2023
Q3 		$16.9K Hold
906
– – ﹤0.01% 257
2023
Q2 		$17.4K Buy
+906
New +$16.7K ﹤0.01% 261
2020
Q1 		– Sell
-354
Closed -$5K – 617
2019
Q4 		$5K Buy
+354
New +$4.83K ﹤0.01% 428

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 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 $736M AUM 17.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Global Wealth Management Investment Advisory's FNDX Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2024, closing a stake of 906 shares — an estimated $18.7K sold.

Global Wealth Management Investment Advisory first reported a position in FNDX in Q4 2019 and held it in 4 quarters. The position peaked at $18.7K in Q4 2023. 501 funds tracked by Wall St. Rank hold FNDX as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 906 Schwab Fundamental US Large Company Index ETF shares in Q1 2024, an estimated $18.7K.
  • Global Wealth Management Investment Advisory first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2019 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's Schwab Fundamental US Large Company Index ETF position peaked at $18.7K in Q4 2023.
  • 501 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.