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

Mosaic Financial 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
2018
Q2 		$3.73M Buy
299,865
+70,575
+31% +$878K 2.45% 14
2018
Q1 		$2.78M Buy
229,290
+138,852
+154% +$1.75M 1.68% 21
2017
Q4 		$1.13M Buy
+90,438
New +$1.09M 0.65% 32

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 $1.86B AUM 19.25% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 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 $851M AUM 5.13% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
TAT
TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

Mosaic Financial Partners's FNDX Position: Q2 2018 in Review

Mosaic Financial Partners increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 31% in Q2 2018, buying an estimated $878K and bringing the position to 299,865 shares worth $3.73M. The position accounts for 2.45% of the portfolio, ranked #14.

Mosaic Financial Partners first reported a position in FNDX in Q4 2017 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold FNDX as of Q2 2018.

  • Mosaic Financial Partners held 299,865 shares of Schwab Fundamental US Large Company Index ETF worth $3.73M as of Q2 2018.
  • Mosaic Financial Partners bought 70,575 Schwab Fundamental US Large Company Index ETF shares in Q2 2018, an estimated $878K.
  • Schwab Fundamental US Large Company Index ETF made up 2.45% of Mosaic Financial Partners's portfolio in Q2 2018, its #14 holding.
  • Mosaic Financial Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2017 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2018.

Based on Mosaic Financial Partners's 13F filing for Q2 2018, filed 20 Jul 2018.