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Marshall & Sullivan’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Marshall & Sullivan’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
2018
Q3 		– Sell
-141
Closed -$1.75K – 58
2018
Q2 		$1.75K Buy
+141
New +$1.75K ﹤0.01% 81

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 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
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return

Marshall & Sullivan's FNDX Position: Q3 2018 in Review

Marshall & Sullivan sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2018, closing a stake of 141 shares — an estimated $1.75K sold.

Marshall & Sullivan first reported a position in FNDX in Q2 2018 and held it in 1 quarter. The position peaked at $1.75K in Q2 2018. 146 funds tracked by Wall St. Rank hold FNDX as of Q3 2018.

  • Marshall & Sullivan reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2018 after selling out during the quarter.
  • Marshall & Sullivan sold 141 Schwab Fundamental US Large Company Index ETF shares in Q3 2018, an estimated $1.75K.
  • Marshall & Sullivan first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2018 and held it in 1 quarter.
  • Marshall & Sullivan's Schwab Fundamental US Large Company Index ETF position peaked at $1.75K in Q2 2018.
  • 146 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2018.

Based on Marshall & Sullivan's 13F filing for Q3 2018, filed 29 Oct 2018.