Kowal Investment Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Kowal Investment Group’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
2024 Q3	$367K	Buy	15,342 +81	+0.5%	+$1.86K	0.07%	143
2024 Q2	$341K	Buy	15,261 +1,161	+8%	+$25.6K	0.07%	128
2024 Q1	$317K	Buy	14,100 +39	+0.3%	+$829	0.07%	131
2023 Q4	$290K	Buy	+14,061	New	+$270K	0.07%	131
2023 Q2	–	Sell	-11,676	Closed	-$214K	–	161
2023 Q1	$214K	Sell	11,676 -840	-7%	-$15.4K	0.06%	147
2022 Q4	$223K	Sell	12,516 -2,022	-14%	-$35.8K	0.07%	142
2022 Q3	$231K	Buy	14,538 +60	+0.4%	+$1.06K	0.08%	123
2022 Q2	$246K	Buy	+14,478	New	+$267K	0.08%	121

Other funds holding FNDX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kowal Investment Group's FNDX Position: Q3 2024 in Review

Kowal Investment Group increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.53% in Q3 2024, buying an estimated $1.86K and bringing the position to 15,342 shares worth $367K. The position accounts for 0.07% of the portfolio, ranked #143.

Kowal Investment Group first reported a position in FNDX in Q2 2022 and has held it in 8 quarters since. 568 funds tracked by Wall St. Rank hold FNDX as of Q3 2024.

Kowal Investment Group held 15,342 shares of Schwab Fundamental US Large Company Index ETF worth $367K as of Q3 2024.
Kowal Investment Group bought 81 Schwab Fundamental US Large Company Index ETF shares in Q3 2024, an estimated $1.86K.
Schwab Fundamental US Large Company Index ETF made up 0.07% of Kowal Investment Group's portfolio in Q3 2024, its #143 holding.
Kowal Investment Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2022 and has held it in 8 quarters since.
568 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.