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

MYCIO Wealth 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
2020 Q1	–	Sell	-1,326	Closed	-$19K	–	156
2019 Q4	$19K	Buy	+1,326	New	+$18.1K	﹤0.01%	435
2015 Q4	–	Sell	-1,200	Closed	-$11K	–	760
2015 Q3	$11K	Hold	1,200	–	–	﹤0.01%	542
2015 Q2	$12K	Hold	1,200	–	–	﹤0.01%	499
2015 Q1	$12K	Hold	1,200	–	–	﹤0.01%	464
2014 Q4	$12K	Buy	1,200 +600	+100%	+$5.88K	﹤0.01%	447
2014 Q3	$6K	Buy	+600	New	+$5.84K	﹤0.01%	497

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 $2.59B AUM 21.24% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

QCG

Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

MYCIO Wealth Partners's FNDX Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2020, closing a stake of 1,326 shares — an estimated $19K sold.

MYCIO Wealth Partners first reported a position in FNDX in Q3 2014 and held it in 6 quarters. The position peaked at $19K in Q4 2019. 196 funds tracked by Wall St. Rank hold FNDX as of Q1 2020.

MYCIO Wealth Partners reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 1,326 Schwab Fundamental US Large Company Index ETF shares in Q1 2020, an estimated $19K.
MYCIO Wealth Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2014 and held it in 6 quarters.
MYCIO Wealth Partners's Schwab Fundamental US Large Company Index ETF position peaked at $19K in Q4 2019.
196 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.