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Little House Capital’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Little House Capital’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
Q2 		– Sell
-120
Closed -$1K – 157
2019
Q1 		$1K Buy
+120
New +$1.47K ﹤0.01% 287

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OFG
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ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Little House Capital's FNDX Position: Q2 2019 in Review

Little House Capital sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2019, closing a stake of 120 shares — an estimated $1K sold.

Little House Capital first reported a position in FNDX in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 172 funds tracked by Wall St. Rank hold FNDX as of Q2 2019.

  • Little House Capital reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2019 after selling out during the quarter.
  • Little House Capital sold 120 Schwab Fundamental US Large Company Index ETF shares in Q2 2019, an estimated $1K.
  • Little House Capital first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2019 and held it in 1 quarter.
  • Little House Capital's Schwab Fundamental US Large Company Index ETF position peaked at $1K in Q1 2019.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2019.

Based on Little House Capital's 13F filing for Q2 2019, filed 14 Aug 2019.