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Patriot Investment Management Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Patriot Investment Management Group’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
2023
Q1 		– Sell
-204
Closed -$3.86K – 279
2022
Q4 		$3.86K Buy
+204
New +$3.61K ﹤0.01% 382
2020
Q3 		– Sell
-195
Closed -$2.39K – 356
2020
Q2 		$2.39K Buy
+195
New +$2.3K ﹤0.01% 618

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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 $2.22B AUM 16.98% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 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 $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Patriot Investment Management Group's FNDX Position: Q1 2023 in Review

Patriot Investment Management Group sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2023, closing a stake of 204 shares — an estimated $3.86K sold.

Patriot Investment Management Group first reported a position in FNDX in Q2 2020 and held it in 2 quarters. The position peaked at $3.86K in Q4 2022. 386 funds tracked by Wall St. Rank hold FNDX as of Q1 2023.

  • Patriot Investment Management Group reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 204 Schwab Fundamental US Large Company Index ETF shares in Q1 2023, an estimated $3.86K.
  • Patriot Investment Management Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's Schwab Fundamental US Large Company Index ETF position peaked at $3.86K in Q4 2022.
  • 386 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.