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Pathway Financial Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Pathway Financial Advisors’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
Q3 		– Sell
-5,259
Closed -$65K – 189
2018
Q2 		$65K Buy
5,259
+777
+17% +$9.67K 0.04% 212
2018
Q1 		$54K Buy
+4,482
New +$56.4K 0.03% 242

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 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 $1.24B AUM 2.91% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return

Pathway Financial Advisors's FNDX Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2018, closing a stake of 5,259 shares — an estimated $65K sold.

Pathway Financial Advisors first reported a position in FNDX in Q1 2018 and held it in 2 quarters. The position peaked at $65K in Q2 2018. 146 funds tracked by Wall St. Rank hold FNDX as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 5,259 Schwab Fundamental US Large Company Index ETF shares in Q3 2018, an estimated $65K.
  • Pathway Financial Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2018 and held it in 2 quarters.
  • Pathway Financial Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $65K in Q2 2018.
  • 146 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.