SHJ
FNDX icon

Sharkey, Howes & Javer’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Sharkey, Howes & Javer’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
Q1 		– Sell
-75
Closed -$1K – 206
2018
Q4 		$1K Hold
75
– – ﹤0.01% 193
2018
Q3 		$1K Hold
75
– – ﹤0.01% 210
2018
Q2 		$1K Hold
75
– – ﹤0.01% 198
2018
Q1 		$1K Hold
75
– – ﹤0.01% 194
2017
Q4 		$1K Sell
75
-90
-55% -$1.09K ﹤0.01% 196
2017
Q3 		$2K Hold
165
– – ﹤0.01% 180
2017
Q2 		$2K Hold
165
– – ﹤0.01% 180
2017
Q1 		$2K Sell
165
-14,178
-99% -$158K ﹤0.01% 196
2016
Q4 		$156K Sell
14,343
-1,416
-9% -$14.9K 0.09% 42
2016
Q3 		$163K Hold
15,759
– – 0.1% 42
2016
Q2 		$159K Buy
15,759
+7,779
+97% +$77.5K 0.1% 42
2016
Q1 		$78K Sell
7,980
-11,214
-58% -$104K 0.06% 74
2015
Q4 		$183K Sell
19,194
-39
-0.2% -$377 0.13% 39
2015
Q3 		$178K Sell
19,233
-6,639
-26% -$63.8K 0.14% 40
2015
Q2 		$257K Buy
25,872
+939
+4% +$9.53K 0.19% 22
2015
Q1 		$249K Buy
+24,933
New +$250K 0.16% 32

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 $1.97B AUM 22.31% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return

Sharkey, Howes & Javer's FNDX Position: Q1 2019 in Review

Sharkey, Howes & Javer sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2019, closing a stake of 75 shares — an estimated $1K sold.

Sharkey, Howes & Javer first reported a position in FNDX in Q1 2015 and held it in 16 quarters. The position peaked at $257K in Q2 2015. 166 funds tracked by Wall St. Rank hold FNDX as of Q1 2019.

  • Sharkey, Howes & Javer reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2019 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 75 Schwab Fundamental US Large Company Index ETF shares in Q1 2019, an estimated $1K.
  • Sharkey, Howes & Javer first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2015 and held it in 16 quarters.
  • Sharkey, Howes & Javer's Schwab Fundamental US Large Company Index ETF position peaked at $257K in Q2 2015.
  • 166 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2019, filed 18 Apr 2019.