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Iams Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Iams Wealth Management’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
-30,849
Closed -$637K – 118
2023
Q4 		$637K Buy
+30,849
New +$593K 0.41% 69

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 $65.5B AUM 24.25% 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 $2.59B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 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 $835M AUM 22.94% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Iams Wealth Management's FNDX Position: Q1 2024 in Review

Iams Wealth Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2024, closing a stake of 30,849 shares — an estimated $637K sold.

Iams Wealth Management first reported a position in FNDX in Q4 2023 and held it in 1 quarter. The position peaked at $637K in Q4 2023. 501 funds tracked by Wall St. Rank hold FNDX as of Q1 2024.

  • Iams Wealth Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2024 after selling out during the quarter.
  • Iams Wealth Management sold 30,849 Schwab Fundamental US Large Company Index ETF shares in Q1 2024, an estimated $637K.
  • Iams Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and held it in 1 quarter.
  • Iams Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $637K in Q4 2023.
  • 501 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2024.

Based on Iams Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.