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Madden Advisory Services’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Madden Advisory Services’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
2015
Q4 		– Sell
-3,000
Closed -$27K – 146
2015
Q3 		$27K Hold
3,000
– – 0.02% 153
2015
Q2 		$29K Buy
+3,000
New +$30.4K 0.02% 154

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return

Madden Advisory Services's FNDX Position: Q4 2015 in Review

Madden Advisory Services sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2015, closing a stake of 3,000 shares — an estimated $27K sold.

Madden Advisory Services first reported a position in FNDX in Q2 2015 and held it in 2 quarters. The position peaked at $29K in Q2 2015. 46 funds tracked by Wall St. Rank hold FNDX as of Q4 2015.

  • Madden Advisory Services reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2015 after selling out during the quarter.
  • Madden Advisory Services sold 3,000 Schwab Fundamental US Large Company Index ETF shares in Q4 2015, an estimated $27K.
  • Madden Advisory Services first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2015 and held it in 2 quarters.
  • Madden Advisory Services's Schwab Fundamental US Large Company Index ETF position peaked at $29K in Q2 2015.
  • 46 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2015.

Based on Madden Advisory Services's 13F filing for Q4 2015, filed 10 Feb 2016.