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Mariner Independent Advisor Network’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$4.66M Buy
292,995
+8,277
+3% +$146K 0.2% 128
2022
Q2 		$4.83M Buy
+284,718
New +$5.24M 0.2% 121
2020
Q1 		– Sell
-35,571
Closed -$506K – 368
2019
Q4 		$506K Sell
35,571
-26,640
-43% -$364K 0.04% 311
2019
Q3 		$808K Buy
62,211
+11,280
+22% +$147K 0.06% 265
2019
Q2 		$666K Buy
+50,931
New +$653K 0.05% 283

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
AA
Ashford Advisors Pittsford, New York $429M AUM 16.82% 1-Year Est. Return

Mariner Independent Advisor Network's FNDX Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 2.9% in Q3 2022, buying an estimated $146K and bringing the position to 292,995 shares worth $4.66M. The position accounts for 0.2% of the portfolio, ranked #128.

Mariner Independent Advisor Network first reported a position in FNDX in Q2 2019 and has held it in 5 quarters since. The position peaked at $4.83M in Q2 2022. 354 funds tracked by Wall St. Rank hold FNDX as of Q3 2022.

  • Mariner Independent Advisor Network held 292,995 shares of Schwab Fundamental US Large Company Index ETF worth $4.66M as of Q3 2022.
  • Mariner Independent Advisor Network bought 8,277 Schwab Fundamental US Large Company Index ETF shares in Q3 2022, an estimated $146K.
  • Schwab Fundamental US Large Company Index ETF made up 0.2% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #128 holding.
  • Mariner Independent Advisor Network first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2019 and has held it in 5 quarters since.
  • Mariner Independent Advisor Network's Schwab Fundamental US Large Company Index ETF position peaked at $4.83M in Q2 2022.
  • 354 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.