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Jaffetilchin Investment Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-66
Closed -$1.6K – 696
2024
Q3 		$1.6K Buy
+66
New +$1.52K ﹤0.01% 1204

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Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jaffetilchin Investment Partners's FNDX Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2024, closing a stake of 66 shares — an estimated $1.6K sold.

Jaffetilchin Investment Partners first reported a position in FNDX in Q3 2024 and held it in 1 quarter. The position peaked at $1.6K in Q3 2024. 627 funds tracked by Wall St. Rank hold FNDX as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 66 Schwab Fundamental US Large Company Index ETF shares in Q4 2024, an estimated $1.6K.
  • Jaffetilchin Investment Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Schwab Fundamental US Large Company Index ETF position peaked at $1.6K in Q3 2024.
  • 627 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.