Shine Investment Advisory Services’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Shine Investment Advisory Services’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 Q2	–	Sell	-630	Closed	-$7K	–	741
2020 Q1	$7K	Sell	630 -4,212	-87%	-$54.9K	﹤0.01%	555
2019 Q4	$69K	Sell	4,842 -9	-0.2%	-$123	0.03%	263
2019 Q3	$64K	Hold	4,851	–	–	0.03%	262
2019 Q2	$63K	Hold	4,851	–	–	0.03%	261
2019 Q1	$61K	Sell	4,851 -180	-4%	-$2.21K	0.03%	265
2018 Q4	$57K	Buy	+5,031	New	+$62K	0.03%	260

Other funds holding FNDX

CSIA

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

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

KLI

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

CCA

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

OFG

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Shine Investment Advisory Services's FNDX Position: Q2 2020 in Review

Shine Investment Advisory Services sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2020, closing a stake of 630 shares — an estimated $7K sold.

Shine Investment Advisory Services first reported a position in FNDX in Q4 2018 and held it in 6 quarters. The position peaked at $69K in Q4 2019. 196 funds tracked by Wall St. Rank hold FNDX as of Q2 2020.

Shine Investment Advisory Services reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 630 Schwab Fundamental US Large Company Index ETF shares in Q2 2020, an estimated $7K.
Shine Investment Advisory Services first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2018 and held it in 6 quarters.
Shine Investment Advisory Services's Schwab Fundamental US Large Company Index ETF position peaked at $69K in Q4 2019.
196 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2020.

Based on Shine Investment Advisory Services's 13F filing for Q2 2020, filed 29 Jul 2020.