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Northwest Investment Counselors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Northwest Investment Counselors’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 		$4.53K Buy
+189
New +$4.35K ﹤0.01% 504

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 $2.59B AUM 21.24% 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 $2.72B AUM 21.58% 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 $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwest Investment Counselors's FNDX Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2024: 189 shares worth $4.53K. The stake represents ﹤0.01% of the portfolio and ranks #504 among its holdings.

568 funds tracked by Wall St. Rank hold FNDX as of Q3 2024.

  • Northwest Investment Counselors held 189 shares of Schwab Fundamental US Large Company Index ETF worth $4.53K as of Q3 2024.
  • Schwab Fundamental US Large Company Index ETF was a new Northwest Investment Counselors position in Q3 2024.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #504 holding.
  • 568 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.