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Legacy Capital Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Legacy Capital Partners’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
-15,147
Closed -$200K – 128
2018
Q3 		$200K Buy
+15,147
New +$197K 0.09% 133

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Legacy Capital Partners's FNDX Position: Q4 2018 in Review

Legacy Capital Partners sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2018, closing a stake of 15,147 shares — an estimated $200K sold.

Legacy Capital Partners first reported a position in FNDX in Q3 2018 and held it in 1 quarter. The position peaked at $200K in Q3 2018. 160 funds tracked by Wall St. Rank hold FNDX as of Q4 2018.

  • Legacy Capital Partners reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2018 after selling out during the quarter.
  • Legacy Capital Partners sold 15,147 Schwab Fundamental US Large Company Index ETF shares in Q4 2018, an estimated $200K.
  • Legacy Capital Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2018 and held it in 1 quarter.
  • Legacy Capital Partners's Schwab Fundamental US Large Company Index ETF position peaked at $200K in Q3 2018.
  • 160 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2018.

Based on Legacy Capital Partners's 13F filing for Q4 2018, filed 8 Jan 2019.