Hoover Financial Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Hoover Financial 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
2021 Q2	$66K	Buy	3,630 +300	+9%	+$5.42K	0.01%	246
2021 Q1	$60K	Hold	3,330	–	–	0.01%	250
2020 Q4	$53K	Sell	3,330 -1,500	-31%	-$21.2K	0.01%	237
2020 Q3	$62K	Hold	4,830	–	–	0.02%	133
2020 Q2	$59K	Buy	+4,830	New	+$56.9K	0.02%	175

Other funds holding FNDX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Hoover Financial Advisors's FNDX Position: Q2 2021 in Review

Hoover Financial Advisors increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 9% in Q2 2021, buying an estimated $5.42K and bringing the position to 3,630 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #246.

Hoover Financial Advisors first reported a position in FNDX in Q2 2020 and has held it in 5 quarters since. 280 funds tracked by Wall St. Rank hold FNDX as of Q2 2021.

Hoover Financial Advisors held 3,630 shares of Schwab Fundamental US Large Company Index ETF worth $66K as of Q2 2021.
Hoover Financial Advisors bought 300 Schwab Fundamental US Large Company Index ETF shares in Q2 2021, an estimated $5.42K.
Schwab Fundamental US Large Company Index ETF made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #246 holding.
Hoover Financial Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2020 and has held it in 5 quarters since.
280 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.