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Patriot Financial Group Insurance Agency’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-552
Closed -$9K – 951
2022
Q2 		$9K Sell
552
-624
-53% -$11.5K ﹤0.01% 1281
2022
Q1 		$23K Buy
+1,176
New +$22.7K ﹤0.01% 1031

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ML
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GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
AA
Ashford Advisors Pittsford, New York $485M AUM 21.08% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FNDX Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2022, closing a stake of 552 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in FNDX in Q1 2022 and held it in 2 quarters. The position peaked at $23K in Q1 2022. 354 funds tracked by Wall St. Rank hold FNDX as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 552 Schwab Fundamental US Large Company Index ETF shares in Q3 2022, an estimated $9K.
  • Patriot Financial Group Insurance Agency first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2022 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Schwab Fundamental US Large Company Index ETF position peaked at $23K in Q1 2022.
  • 354 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.