KFA
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Kabarec Financial Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Kabarec Financial Advisors’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
2018
Q2 		$8K Hold
639
– – 0.01% 73
2018
Q1 		$8K Hold
639
– – 0.01% 77
2017
Q4 		$8K Buy
+639
New +$7.71K ﹤0.01% 74

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 $1.86B AUM 19.25% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

Kabarec Financial Advisors's FNDX Position: Q2 2018 in Review

Kabarec Financial Advisors held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2018 at 639 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #73.

Kabarec Financial Advisors first reported a position in FNDX in Q4 2017 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold FNDX as of Q2 2018.

  • Kabarec Financial Advisors held 639 shares of Schwab Fundamental US Large Company Index ETF worth $8K as of Q2 2018.
  • Kabarec Financial Advisors left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2018.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Kabarec Financial Advisors's portfolio in Q2 2018, its #73 holding.
  • Kabarec Financial Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2017 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.