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

Inscription Capital’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
Q4 		– Sell
-11,337
Closed -$204K – 225
2021
Q3 		$204K Buy
+11,337
New +$208K 0.06% 202
2019
Q4 		– Sell
-31,443
Closed -$415K – 149
2019
Q3 		$415K Buy
+31,443
New +$410K 0.23% 95

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
ML
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
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

Inscription Capital's FNDX Position: Q4 2021 in Review

Inscription Capital sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2021, closing a stake of 11,337 shares — an estimated $204K sold.

Inscription Capital first reported a position in FNDX in Q3 2019 and held it in 2 quarters. The position peaked at $415K in Q3 2019. 362 funds tracked by Wall St. Rank hold FNDX as of Q4 2021.

  • Inscription Capital reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2021 after selling out during the quarter.
  • Inscription Capital sold 11,337 Schwab Fundamental US Large Company Index ETF shares in Q4 2021, an estimated $204K.
  • Inscription Capital first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2019 and held it in 2 quarters.
  • Inscription Capital's Schwab Fundamental US Large Company Index ETF position peaked at $415K in Q3 2019.
  • 362 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2021.

Based on Inscription Capital's 13F filing for Q4 2021, filed 10 Feb 2022.