HWA
FNDX icon

HHM Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

HHM Wealth Advisors’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
2023
Q3 		– Sell
-729
Closed -$14K – 794
2023
Q2 		$14K Buy
+729
New +$13.5K ﹤0.01% 470

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

HHM Wealth Advisors's FNDX Position: Q3 2023 in Review

HHM Wealth Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2023, closing a stake of 729 shares — an estimated $14K sold.

HHM Wealth Advisors first reported a position in FNDX in Q2 2023 and held it in 1 quarter. The position peaked at $14K in Q2 2023. 411 funds tracked by Wall St. Rank hold FNDX as of Q3 2023.

  • HHM Wealth Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 729 Schwab Fundamental US Large Company Index ETF shares in Q3 2023, an estimated $14K.
  • HHM Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2023 and held it in 1 quarter.
  • HHM Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $14K in Q2 2023.
  • 411 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2023.

Based on HHM Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.