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

Mosaic 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
2018
Q4 		– Sell
-5,268
Closed -$66K – 640
2018
Q3 		$66K Hold
5,268
– – 0.03% 281
2018
Q2 		$66K Hold
5,268
– – 0.03% 270
2018
Q1 		$64K Buy
+5,268
New +$66.3K 0.02% 275

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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Mosaic Family Wealth's FNDX Position: Q4 2018 in Review

Mosaic Family Wealth sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2018, closing a stake of 5,268 shares — an estimated $66K sold.

Mosaic Family Wealth first reported a position in FNDX in Q1 2018 and held it in 3 quarters. The position peaked at $66K in Q3 2018. 160 funds tracked by Wall St. Rank hold FNDX as of Q4 2018.

  • Mosaic Family Wealth reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 5,268 Schwab Fundamental US Large Company Index ETF shares in Q4 2018, an estimated $66K.
  • Mosaic Family Wealth first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2018 and held it in 3 quarters.
  • Mosaic Family Wealth's Schwab Fundamental US Large Company Index ETF position peaked at $66K in Q3 2018.
  • 160 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2018.

Based on Mosaic Family Wealth's 13F filing for Q4 2018, filed 14 Feb 2019.