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Life Planning Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Life Planning 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
2024
Q1 		– Sell
-402
Closed -$8.3K – 122
2023
Q4 		$8.3K Buy
+402
New +$7.73K 0.01% 163

Other funds holding FNDX

CSIA
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Life Planning Partners's FNDX Position: Q1 2024 in Review

Life Planning Partners sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2024, closing a stake of 402 shares — an estimated $8.3K sold.

Life Planning Partners first reported a position in FNDX in Q4 2023 and held it in 1 quarter. The position peaked at $8.3K in Q4 2023. 501 funds tracked by Wall St. Rank hold FNDX as of Q1 2024.

  • Life Planning Partners reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 402 Schwab Fundamental US Large Company Index ETF shares in Q1 2024, an estimated $8.3K.
  • Life Planning Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2023 and held it in 1 quarter.
  • Life Planning Partners's Schwab Fundamental US Large Company Index ETF position peaked at $8.3K in Q4 2023.
  • 501 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.