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

CSIA

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

OFG

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

ZCA

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

CCA

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

ACA

Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return

TAT

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

Ironwood Financial's FNDX Position: Q2 2017 in Review

Ironwood Financial sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2017, closing a stake of 645 shares — an estimated $7K sold.

Ironwood Financial first reported a position in FNDX in Q2 2015 and held it in 7 quarters. The position peaked at $7K in Q1 2017. 82 funds tracked by Wall St. Rank hold FNDX as of Q2 2017.

Ironwood Financial reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2017 after selling out during the quarter.
Ironwood Financial sold 645 Schwab Fundamental US Large Company Index ETF shares in Q2 2017, an estimated $7K.
Ironwood Financial first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2015 and held it in 7 quarters.
Ironwood Financial's Schwab Fundamental US Large Company Index ETF position peaked at $7K in Q1 2017.
82 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2017.

Based on Ironwood Financial's 13F filing for Q2 2017, filed 9 Aug 2017.