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FNDX icon

Savior LLC’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Savior LLC’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
2021
Q3 		– Sell
-13,899
Closed -$254K – 400
2021
Q2 		$254K Buy
13,899
+2,958
+27% +$53.5K 0.21% 45
2021
Q1 		$188K Buy
10,941
+573
+6% +$9.34K 0.19% 46
2020
Q4 		$157K Buy
10,368
+6,246
+152% +$88.1K 0.13% 57
2020
Q3 		$53K Buy
+4,122
New +$53.6K 0.06% 127

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Savior LLC's FNDX Position: Q3 2021 in Review

Savior LLC sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2021, closing a stake of 13,899 shares — an estimated $254K sold.

Savior LLC first reported a position in FNDX in Q3 2020 and held it in 4 quarters. The position peaked at $254K in Q2 2021. 302 funds tracked by Wall St. Rank hold FNDX as of Q3 2021.

  • Savior LLC reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2021 after selling out during the quarter.
  • Savior LLC sold 13,899 Schwab Fundamental US Large Company Index ETF shares in Q3 2021, an estimated $254K.
  • Savior LLC first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2020 and held it in 4 quarters.
  • Savior LLC's Schwab Fundamental US Large Company Index ETF position peaked at $254K in Q2 2021.
  • 302 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2021.

Based on Savior LLC's 13F filing for Q3 2021, filed 5 Oct 2021.