Meridian Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Meridian Wealth Advisors’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 Q2	–	Sell	-10,650	Closed	-$208K	–	204
2022 Q1	$208K	Hold	10,650	–	–	0.05%	201
2021 Q4	$208K	Buy	+10,650	New	+$202K	0.05%	190
2019 Q1	–	Sell	-11,250	Closed	-$127K	–	225
2018 Q4	$127K	Buy	+11,250	New	+$139K	0.1%	151

Other funds holding FNDX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return

WTA

Washington Trust Advisors Wellesley, Massachusetts $1.24B AUM 22.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return

Meridian Wealth Advisors's FNDX Position: Q2 2022 in Review

Meridian Wealth Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2022, closing a stake of 10,650 shares — an estimated $208K sold.

Meridian Wealth Advisors first reported a position in FNDX in Q4 2018 and held it in 3 quarters. The position peaked at $208K in Q1 2022. 357 funds tracked by Wall St. Rank hold FNDX as of Q2 2022.

Meridian Wealth Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2022 after selling out during the quarter.
Meridian Wealth Advisors sold 10,650 Schwab Fundamental US Large Company Index ETF shares in Q2 2022, an estimated $208K.
Meridian Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2018 and held it in 3 quarters.
Meridian Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $208K in Q1 2022.
357 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2022.

Based on Meridian Wealth Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.