Lion Street Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-29,493
Closed -$575K 155
2022
Q1
$575K Buy
29,493
+18,063
+158% +$348K 0.29% 50
2021
Q4
$223K Buy
+11,430
New +$217K 0.11% 142

Other funds holding FNDX

Lion Street Advisors's FNDX Position: Q2 2022 in Review

Lion Street Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2022, closing a stake of 29,493 shares — an estimated $575K sold.

Lion Street Advisors first reported a position in FNDX in Q4 2021 and held it in 2 quarters. The position peaked at $575K in Q1 2022. 357 funds tracked by Wall St. Rank hold FNDX as of Q2 2022.

  • Lion Street Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2022 after selling out during the quarter.
  • Lion Street Advisors sold 29,493 Schwab Fundamental US Large Company Index ETF shares in Q2 2022, an estimated $575K.
  • Lion Street Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and held it in 2 quarters.
  • Lion Street Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $575K in Q1 2022.
  • 357 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2022.

Based on Lion Street Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.