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Heritage Wealth Management (Arizona)’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Heritage Wealth Management (Arizona)’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
-1,215
Closed -$24K – 1013
2022
Q1 		$24K Buy
+1,215
New +$23.4K 0.01% 568
2021
Q3 		$3K Hold
150
– – ﹤0.01% 779
2021
Q2 		$3K Buy
+150
New +$2.71K ﹤0.01% 808

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
ML
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
NB
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LF
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

Heritage Wealth Management (Arizona)'s FNDX Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2022, closing a stake of 1,215 shares — an estimated $24K sold.

Heritage Wealth Management (Arizona) first reported a position in FNDX in Q2 2021 and held it in 3 quarters. The position peaked at $24K in Q1 2022. 357 funds tracked by Wall St. Rank hold FNDX as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 1,215 Schwab Fundamental US Large Company Index ETF shares in Q2 2022, an estimated $24K.
  • Heritage Wealth Management (Arizona) first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2021 and held it in 3 quarters.
  • Heritage Wealth Management (Arizona)'s Schwab Fundamental US Large Company Index ETF position peaked at $24K in Q1 2022.
  • 357 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.