Lenox Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	–	Sell	-1,821	Closed	-$36K	–	845
2021 Q4	$36K	Buy	1,821 +1,701	+1,418%	+$32.3K	﹤0.01%	300
2021 Q3	$2K	Buy	+120	New	+$2.2K	﹤0.01%	627
2021 Q1	–	Sell	-48	Closed	-$1K	–	711
2020 Q4	$1K	Hold	48	–	–	﹤0.01%	598
2020 Q3	$1K	Hold	48	–	–	﹤0.01%	550
2020 Q2	$1K	Hold	48	–	–	﹤0.01%	555
2020 Q1	$1K	Hold	48	–	–	﹤0.01%	682
2019 Q4	$1K	Hold	48	–	–	﹤0.01%	675
2019 Q3	$1K	Buy	+48	New	+$626	﹤0.01%	571

Other funds holding FNDX

CSIA

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

GWS

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

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

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

Lenox Wealth Advisors's FNDX Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2022, closing a stake of 1,821 shares — an estimated $36K sold.

Lenox Wealth Advisors first reported a position in FNDX in Q3 2019 and held it in 8 quarters. The position peaked at $36K in Q4 2021. 397 funds tracked by Wall St. Rank hold FNDX as of Q1 2022.

Lenox Wealth Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 1,821 Schwab Fundamental US Large Company Index ETF shares in Q1 2022, an estimated $36K.
Lenox Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2019 and held it in 8 quarters.
Lenox Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $36K in Q4 2021.
397 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.