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

Ironwood Financial’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
2017 Q2	–	Sell	-645	Closed	-$7K	–	266
2017 Q1	$7K	Hold	645	–	–	﹤0.01%	190
2016 Q4	$7K	Hold	645	–	–	﹤0.01%	182
2016 Q3	$7K	Hold	645	–	–	0.01%	182
2016 Q2	$7K	Hold	645	–	–	0.01%	183
2016 Q1	$6K	Buy	+645	New	+$5.97K	﹤0.01%	194
2015 Q3	$4K	Hold	495	–	–	﹤0.01%	284
2015 Q2	$5K	Buy	+495	New	+$5.02K	﹤0.01%	249

Other funds holding FNDX

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

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

Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return

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

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return

TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return