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Realta Investment Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Realta Investment 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
2019
Q3 		– Sell
-726
Closed -$10K – 1666
2019
Q2 		$10K Buy
+726
New +$9.3K ﹤0.01% 1134

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 $1.86B AUM 19.25% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Realta Investment Advisors's FNDX Position: Q3 2019 in Review

Realta Investment Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2019, closing a stake of 726 shares — an estimated $10K sold.

Realta Investment Advisors first reported a position in FNDX in Q2 2019 and held it in 1 quarter. The position peaked at $10K in Q2 2019. 180 funds tracked by Wall St. Rank hold FNDX as of Q3 2019.

  • Realta Investment Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 726 Schwab Fundamental US Large Company Index ETF shares in Q3 2019, an estimated $10K.
  • Realta Investment Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $10K in Q2 2019.
  • 180 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.