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Level Financial Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Level Financial 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
Q3 		– Sell
-108
Closed -$2K – 277
2022
Q2 		$2K Buy
+108
New +$1.99K ﹤0.01% 249

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.24B AUM 22.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
AA
Ashford Advisors Pittsford, New York $429M AUM 16.82% 1-Year Est. Return

Level Financial Advisors's FNDX Position: Q3 2022 in Review

Level Financial Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2022, closing a stake of 108 shares — an estimated $2K sold.

Level Financial Advisors first reported a position in FNDX in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 354 funds tracked by Wall St. Rank hold FNDX as of Q3 2022.

  • Level Financial Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2022 after selling out during the quarter.
  • Level Financial Advisors sold 108 Schwab Fundamental US Large Company Index ETF shares in Q3 2022, an estimated $2K.
  • Level Financial Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2022 and held it in 1 quarter.
  • Level Financial Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $2K in Q2 2022.
  • 354 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.