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

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

ZCA

Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 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

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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

ACA

Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return

TAT

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

Ogorek Anthony Joseph's FNDX Position: Q2 2017 in Review

Ogorek Anthony Joseph sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2017, closing a stake of 7,749 shares — an estimated $87K sold.

Ogorek Anthony Joseph first reported a position in FNDX in Q4 2014 and held it in 10 quarters. The position peaked at $87K in Q1 2017. 82 funds tracked by Wall St. Rank hold FNDX as of Q2 2017.

Ogorek Anthony Joseph reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2017 after selling out during the quarter.
Ogorek Anthony Joseph sold 7,749 Schwab Fundamental US Large Company Index ETF shares in Q2 2017, an estimated $87K.
Ogorek Anthony Joseph first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2014 and held it in 10 quarters.
Ogorek Anthony Joseph's Schwab Fundamental US Large Company Index ETF position peaked at $87K in Q1 2017.
82 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2017.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2017, filed 2 Aug 2017.