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LifePlan Financial Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

LifePlan Financial Group’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
2019
Q4 		– Sell
-5,415
Closed -$71K – 562
2019
Q3 		$71K Buy
+5,415
New +$70.6K 0.03% 209

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MAM
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ML
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GWS
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Ameriprise
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QCG
Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

LifePlan Financial Group's FNDX Position: Q4 2019 in Review

LifePlan Financial Group sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2019, closing a stake of 5,415 shares — an estimated $71K sold.

LifePlan Financial Group first reported a position in FNDX in Q3 2019 and held it in 1 quarter. The position peaked at $71K in Q3 2019. 222 funds tracked by Wall St. Rank hold FNDX as of Q4 2019.

  • LifePlan Financial Group reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2019 after selling out during the quarter.
  • LifePlan Financial Group sold 5,415 Schwab Fundamental US Large Company Index ETF shares in Q4 2019, an estimated $71K.
  • LifePlan Financial Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2019 and held it in 1 quarter.
  • LifePlan Financial Group's Schwab Fundamental US Large Company Index ETF position peaked at $71K in Q3 2019.
  • 222 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2019.

Based on LifePlan Financial Group's 13F filing for Q4 2019, filed 9 Jan 2020.