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McDonald Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

McDonald Partners’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
Q1 		– Sell
-3,705
Closed -$72.4K – 451
2021
Q4 		$72.4K Buy
+3,705
New +$70.3K 0.07% 98

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

McDonald Partners's FNDX Position: Q1 2022 in Review

McDonald Partners sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2022, closing a stake of 3,705 shares — an estimated $72.4K sold.

McDonald Partners first reported a position in FNDX in Q4 2021 and held it in 1 quarter. The position peaked at $72.4K in Q4 2021. 397 funds tracked by Wall St. Rank hold FNDX as of Q1 2022.

  • McDonald Partners reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 3,705 Schwab Fundamental US Large Company Index ETF shares in Q1 2022, an estimated $72.4K.
  • McDonald Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's Schwab Fundamental US Large Company Index ETF position peaked at $72.4K in Q4 2021.
  • 397 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.