KCM
FNDX icon

Kathmere Capital Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Kathmere Capital 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
2021
Q1 		– Sell
-240
Closed -$4K – 239
2020
Q4 		$4K Hold
240
– – ﹤0.01% 357
2020
Q3 		$3K Buy
+240
New +$3.12K ﹤0.01% 344

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 $2.59B AUM 21.24% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kathmere Capital Management's FNDX Position: Q1 2021 in Review

Kathmere Capital Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2021, closing a stake of 240 shares — an estimated $4K sold.

Kathmere Capital Management first reported a position in FNDX in Q3 2020 and held it in 2 quarters. The position peaked at $4K in Q4 2020. 257 funds tracked by Wall St. Rank hold FNDX as of Q1 2021.

  • Kathmere Capital Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2021 after selling out during the quarter.
  • Kathmere Capital Management sold 240 Schwab Fundamental US Large Company Index ETF shares in Q1 2021, an estimated $4K.
  • Kathmere Capital Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2020 and held it in 2 quarters.
  • Kathmere Capital Management's Schwab Fundamental US Large Company Index ETF position peaked at $4K in Q4 2020.
  • 257 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2021.

Based on Kathmere Capital Management's 13F filing for Q1 2021, filed 7 May 2021.