Knuff & Co’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Knuff & Co’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 Q1	–	Sell	-903	Closed	-$13K	–	180
2019 Q4	$13K	Hold	903	–	–	0.01%	151
2019 Q3	$12K	Hold	903	–	–	0.01%	155
2019 Q2	$12K	Hold	903	–	–	0.01%	110
2019 Q1	$11K	Hold	903	–	–	0.01%	118
2018 Q4	$10K	Buy	+903	New	+$11.1K	0.01%	105

Other funds holding FNDX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

QCG

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 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 $1.97B AUM 22.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Knuff & Co's FNDX Position: Q1 2020 in Review

Knuff & Co sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2020, closing a stake of 903 shares — an estimated $13K sold.

Knuff & Co first reported a position in FNDX in Q4 2018 and held it in 5 quarters. The position peaked at $13K in Q4 2019. 196 funds tracked by Wall St. Rank hold FNDX as of Q1 2020.

Knuff & Co reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2020 after selling out during the quarter.
Knuff & Co sold 903 Schwab Fundamental US Large Company Index ETF shares in Q1 2020, an estimated $13K.
Knuff & Co first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2018 and held it in 5 quarters.
Knuff & Co's Schwab Fundamental US Large Company Index ETF position peaked at $13K in Q4 2019.
196 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2020.

Based on Knuff & Co's 13F filing for Q1 2020, filed 13 May 2020.