MBFW
FNDX icon

Morton Brown Family Wealth’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Morton Brown Family Wealth’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
2024
Q3 		– Sell
-795
Closed -$18.3K – 274
2024
Q2 		$18.3K Buy
+795
New +$17.5K 0.01% 131

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morton Brown Family Wealth's FNDX Position: Q3 2024 in Review

Morton Brown Family Wealth sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2024, closing a stake of 795 shares — an estimated $18.3K sold.

Morton Brown Family Wealth first reported a position in FNDX in Q2 2024 and held it in 1 quarter. The position peaked at $18.3K in Q2 2024. 568 funds tracked by Wall St. Rank hold FNDX as of Q3 2024.

  • Morton Brown Family Wealth reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 795 Schwab Fundamental US Large Company Index ETF shares in Q3 2024, an estimated $18.3K.
  • Morton Brown Family Wealth first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and held it in 1 quarter.
  • Morton Brown Family Wealth's Schwab Fundamental US Large Company Index ETF position peaked at $18.3K in Q2 2024.
  • 568 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2024.

Based on Morton Brown Family Wealth's 13F filing for Q3 2024, filed 24 Oct 2024.