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Pillar Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Pillar Wealth 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
2024
Q3 		– Sell
-28,602
Closed -$639K – 21
2024
Q2 		$639K Sell
28,602
-23,418
-45% -$516K 0.77% 34
2024
Q1 		$1.17M Buy
52,020
+102
+0.2% +$2.17K 0.88% 28
2023
Q4 		$1.07M Buy
51,918
+123
+0.2% +$2.37K 0.83% 29
2023
Q3 		$966K Buy
51,795
+114
+0.2% +$2.21K 0.84% 30
2023
Q2 		$992K Buy
51,681
+111
+0.2% +$2.05K 0.83% 31
2023
Q1 		$944K Buy
51,570
+111
+0.2% +$2.04K 0.94% 21
2022
Q4 		$917K Buy
51,459
+123
+0.2% +$2.18K 0.88% 22
2022
Q3 		$817K Sell
51,336
-3,957
-7% -$69.8K 0.81% 29
2022
Q2 		$938K Buy
55,293
+30,348
+122% +$559K 0.95% 23
2022
Q1 		$486K Buy
24,945
+2,556
+11% +$49.3K 0.47% 32
2021
Q4 		$437K Buy
+22,389
New +$425K 0.42% 35

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 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

Pillar Wealth Advisors's FNDX Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2024, closing a stake of 28,602 shares — an estimated $639K sold.

Pillar Wealth Advisors first reported a position in FNDX in Q4 2021 and held it in 11 quarters. The position peaked at $1.17M in Q1 2024. 568 funds tracked by Wall St. Rank hold FNDX as of Q3 2024.

  • Pillar Wealth Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2024 after selling out during the quarter.
  • Pillar Wealth Advisors sold 28,602 Schwab Fundamental US Large Company Index ETF shares in Q3 2024, an estimated $639K.
  • Pillar Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and held it in 11 quarters.
  • Pillar Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $1.17M in Q1 2024.
  • 568 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.