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SigFig Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

SigFig Wealth Management’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
2022
Q2 		– Sell
-617,334
Closed -$1.35M – 96
2022
Q1 		$1.35M Buy
617,334
+390,888
+173% +$7.53M 0.06% 65
2021
Q4 		$541K Buy
+226,446
New +$4.3M 0.03% 78

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
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

SigFig Wealth Management's FNDX Position: Q2 2022 in Review

SigFig Wealth Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2022, closing a stake of 617,334 shares — an estimated $1.35M sold.

SigFig Wealth Management first reported a position in FNDX in Q4 2021 and held it in 2 quarters. The position peaked at $1.35M in Q1 2022. 357 funds tracked by Wall St. Rank hold FNDX as of Q2 2022.

  • SigFig Wealth Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2022 after selling out during the quarter.
  • SigFig Wealth Management sold 617,334 Schwab Fundamental US Large Company Index ETF shares in Q2 2022, an estimated $1.35M.
  • SigFig Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and held it in 2 quarters.
  • SigFig Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $1.35M in Q1 2022.
  • 357 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2022.

Based on SigFig Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.