JWM
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Jeppson Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Jeppson 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
Q4 		– Sell
-1,500
Closed -$19K – 237
2020
Q3 		$19K Buy
+1,500
New +$19.5K 0.01% 339

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 $2.22B AUM 16.98% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 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 $1.86B AUM 19.25% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Jeppson Wealth Management's FNDX Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2020, closing a stake of 1,500 shares — an estimated $19K sold.

Jeppson Wealth Management first reported a position in FNDX in Q3 2020 and held it in 1 quarter. The position peaked at $19K in Q3 2020. 218 funds tracked by Wall St. Rank hold FNDX as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,500 Schwab Fundamental US Large Company Index ETF shares in Q4 2020, an estimated $19K.
  • Jeppson Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $19K in Q3 2020.
  • 218 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.