Ritter Daniher Financial Advisory’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Ritter Daniher Financial Advisory’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 Q2	–	Sell	-3,975	Closed	-$72.8K	–	337
2023 Q1	$72.8K	Buy	+3,975	New	+$72.9K	0.03%	112
2022 Q4	–	Sell	-189	Closed	-$3K	–	299
2022 Q3	$3K	Hold	189	–	–	﹤0.01%	210
2022 Q2	$3K	Hold	189	–	–	﹤0.01%	210
2022 Q1	$4K	Sell	189 -153	-45%	-$2.95K	﹤0.01%	202
2021 Q4	$7K	Buy	+342	New	+$6.49K	﹤0.01%	174

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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

Ritter Daniher Financial Advisory's FNDX Position: Q2 2023 in Review

Ritter Daniher Financial Advisory sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2023, closing a stake of 3,975 shares — an estimated $72.8K sold.

Ritter Daniher Financial Advisory first reported a position in FNDX in Q4 2021 and held it in 5 quarters. The position peaked at $72.8K in Q1 2023. 412 funds tracked by Wall St. Rank hold FNDX as of Q2 2023.

Ritter Daniher Financial Advisory reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2023 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 3,975 Schwab Fundamental US Large Company Index ETF shares in Q2 2023, an estimated $72.8K.
Ritter Daniher Financial Advisory first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and held it in 5 quarters.
Ritter Daniher Financial Advisory's Schwab Fundamental US Large Company Index ETF position peaked at $72.8K in Q1 2023.
412 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.