Ogorek Anthony Joseph’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Ogorek Anthony Joseph’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
2017 Q2	–	Sell	-7,749	Closed	-$87K	–	66
2017 Q1	$87K	Hold	7,749	–	–	0.09%	19
2016 Q4	$80K	Hold	7,749	–	–	0.07%	24
2016 Q3	$80K	Hold	7,749	–	–	0.07%	24
2016 Q2	$78K	Hold	7,749	–	–	0.07%	24
2016 Q1	$76K	Sell	7,749 -3	-0%	-$28	0.06%	24
2015 Q4	$74K	Buy	7,752 +87	+1%	+$841	0.06%	30
2015 Q3	$70K	Buy	7,665 +36	+0.5%	+$346	0.06%	26
2015 Q2	$76K	Buy	7,629 +30	+0.4%	+$304	0.06%	27
2015 Q1	$76K	Buy	7,599 +2,709	+55%	+$27.1K	0.05%	25
2014 Q4	$49K	Buy	+4,890	New	+$47.9K	0.04%	29

Other funds holding FNDX

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return

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

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return

TD Ameritrade Trust Denver, Colorado $285M AUM 0.17% 1-Year Est. Return