Horan Capital Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Horan Capital 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
2020 Q1	–	Sell	-7,425	Closed	-$106K	–	137
2019 Q4	$106K	Hold	7,425	–	–	0.06%	99
2019 Q3	$98K	Buy	+7,425	New	+$96.8K	0.06%	101
2019 Q2	–	Sell	-7,425	Closed	-$94K	–	132
2019 Q1	$94K	Buy	+7,425	New	+$91.2K	0.06%	104

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

QCG

Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Horan Capital Advisors's FNDX Position: Q1 2020 in Review

Horan Capital Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2020, closing a stake of 7,425 shares — an estimated $106K sold.

Horan Capital Advisors first reported a position in FNDX in Q1 2019 and held it in 3 quarters. The position peaked at $106K in Q4 2019. 196 funds tracked by Wall St. Rank hold FNDX as of Q1 2020.

Horan Capital Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2020 after selling out during the quarter.
Horan Capital Advisors sold 7,425 Schwab Fundamental US Large Company Index ETF shares in Q1 2020, an estimated $106K.
Horan Capital Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2019 and held it in 3 quarters.
Horan Capital Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $106K in Q4 2019.
196 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2020.

Based on Horan Capital Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.