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

Laidlaw 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
2023 Q3	–	Sell	-49,503	Closed	-$950K	–	302
2023 Q2	$950K	Buy	49,503 +183	+0.4%	+$3.38K	0.19%	126
2023 Q1	$903K	Buy	49,320 +180	+0.4%	+$3.3K	0.18%	131
2022 Q4	$875K	Buy	49,140 +2,301	+5%	+$40.7K	0.19%	138
2022 Q3	$746K	Sell	46,839 -2,904	-6%	-$51.2K	0.17%	137
2022 Q2	$844K	Sell	49,743 -2,412	-5%	-$44.4K	0.17%	143
2022 Q1	$1.02M	Buy	52,155 +8,589	+20%	+$166K	0.17%	141
2021 Q4	$851K	Buy	+43,566	New	+$827K	0.14%	153

Other funds holding FNDX

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

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

Envestnet Asset Management

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

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return

Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return