Personal Capital Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Personal Capital 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
2022 Q4	$203K	Buy	+11,418	New	+$202K	﹤0.01%	465
2022 Q2	–	Sell	-11,166	Closed	-$218K	–	454
2022 Q1	$218K	Sell	11,166 -14,400	-56%	-$278K	﹤0.01%	463
2021 Q4	$489K	Buy	25,566 +10,797	+73%	+$205K	﹤0.01%	336
2021 Q3	$266K	Sell	14,769 -5,031	-25%	-$92.3K	﹤0.01%	425
2021 Q2	$361K	Sell	19,800 -453	-2%	-$8.19K	﹤0.01%	363
2021 Q1	$349K	Buy	20,253 +1,095	+6%	+$17.8K	﹤0.01%	361
2020 Q4	$289K	Buy	+19,158	New	+$270K	﹤0.01%	389

Other funds holding FNDX

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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return