IFWM
FNDX icon

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

Institute for 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
2020
Q1 		– Sell
-36
Closed -$1K – 484
2019
Q4 		$1K Buy
+36
New +$492 ﹤0.01% 674

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
QCG
Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return
Ameriprise
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
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Institute for Wealth Management's FNDX Position: Q1 2020 in Review

Institute for Wealth Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2020, closing a stake of 36 shares — an estimated $1K sold.

Institute for Wealth Management first reported a position in FNDX in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 196 funds tracked by Wall St. Rank hold FNDX as of Q1 2020.

  • Institute for Wealth Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 36 Schwab Fundamental US Large Company Index ETF shares in Q1 2020, an estimated $1K.
  • Institute for Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $1K in Q4 2019.
  • 196 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.