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

Reby 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
2020 Q4	$156K	Buy	+10,335	New	+$146K	0.04%	103

Other funds holding FNDX

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

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

Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

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

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Reby Advisors's FNDX Position: Q4 2020 in Review

Reby Advisors opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2020: 10,335 shares worth $156K. The stake represents 0.04% of the portfolio and ranks #103 among its holdings.

218 funds tracked by Wall St. Rank hold FNDX as of Q4 2020.

Reby Advisors held 10,335 shares of Schwab Fundamental US Large Company Index ETF worth $156K as of Q4 2020.
Schwab Fundamental US Large Company Index ETF was a new Reby Advisors position in Q4 2020.
Schwab Fundamental US Large Company Index ETF made up 0.04% of Reby Advisors's portfolio in Q4 2020, its #103 holding.
218 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.