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

Liberty 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 Q2	–	Sell	-330,258	Closed	-$6.09M	–	207
2023 Q1	$6.09M	Buy	+330,258	New	+$6.06M	1.26%	21
2021 Q4	–	Sell	-774	Closed	-$14K	–	496
2021 Q3	$14K	Buy	+774	New	+$14.2K	0.01%	740
2020 Q3	–	Sell	-1,296	Closed	-$16K	–	890
2020 Q2	$16K	Buy	+1,296	New	+$15.3K	0.01%	414

Other funds holding FNDX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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 $2.59B AUM 21.24% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

Liberty Wealth Management's FNDX Position: Q2 2023 in Review

Liberty Wealth Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2023, closing a stake of 330,258 shares — an estimated $6.09M sold.

Liberty Wealth Management first reported a position in FNDX in Q2 2020 and held it in 3 quarters. The position peaked at $6.09M in Q1 2023. 412 funds tracked by Wall St. Rank hold FNDX as of Q2 2023.

Liberty Wealth Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2023 after selling out during the quarter.
Liberty Wealth Management sold 330,258 Schwab Fundamental US Large Company Index ETF shares in Q2 2023, an estimated $6.09M.
Liberty Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2020 and held it in 3 quarters.
Liberty Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $6.09M in Q1 2023.
412 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.