MWM
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Marietta Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Marietta Wealth Management’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
2017
Q1 		– Sell
-30,900
Closed -$336K – 118
2016
Q4 		$336K Buy
+30,900
New +$325K 0.27% 98

Other funds holding FNDX

CSIA
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ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Marietta Wealth Management's FNDX Position: Q1 2017 in Review

Marietta Wealth Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2017, closing a stake of 30,900 shares — an estimated $336K sold.

Marietta Wealth Management first reported a position in FNDX in Q4 2016 and held it in 1 quarter. The position peaked at $336K in Q4 2016. 77 funds tracked by Wall St. Rank hold FNDX as of Q1 2017.

  • Marietta Wealth Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2017 after selling out during the quarter.
  • Marietta Wealth Management sold 30,900 Schwab Fundamental US Large Company Index ETF shares in Q1 2017, an estimated $336K.
  • Marietta Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2016 and held it in 1 quarter.
  • Marietta Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $336K in Q4 2016.
  • 77 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2017.

Based on Marietta Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.