Kiley Juergens Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Kiley Juergens 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
2018 Q4	–	Sell	-5,430	Closed	-$71K	–	253
2018 Q3	$71K	Hold	5,430	–	–	0.05%	191
2018 Q2	$67K	Buy	+5,430	New	+$67.6K	0.06%	170
2018 Q1	–	Sell	-5,340	Closed	-$66K	–	266
2017 Q4	$66K	Buy	+5,340	New	+$64.5K	0.06%	170

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

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

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

AWM

Alterna Wealth Management Houston, Texas $174M AUM 15.45% 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

QCG

Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Kiley Juergens Wealth Management's FNDX Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2018, closing a stake of 5,430 shares — an estimated $71K sold.

Kiley Juergens Wealth Management first reported a position in FNDX in Q4 2017 and held it in 3 quarters. The position peaked at $71K in Q3 2018. 160 funds tracked by Wall St. Rank hold FNDX as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 5,430 Schwab Fundamental US Large Company Index ETF shares in Q4 2018, an estimated $71K.
Kiley Juergens Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $71K in Q3 2018.
160 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.