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Silicon Valley Capital Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Silicon Valley Capital Partners’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
2024
Q1 		– Hold
0
– – – 301
2023
Q4 		– Hold
0
– – – 330
2023
Q3 		– Hold
0
– – – 289
2023
Q2 		– Sell
-903
Closed -$16.7K – 305
2023
Q1 		$16.6K Buy
+903
New +$16.6K ﹤0.01% 145

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CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Silicon Valley Capital Partners's FNDX Position: Q1 2024 in Review

Silicon Valley Capital Partners held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q1 2024 at 0 shares worth $33. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Silicon Valley Capital Partners first reported a position in FNDX in Q1 2023 and has held it in 1 quarter since. The position peaked at $16.6K in Q1 2023. 501 funds tracked by Wall St. Rank hold FNDX as of Q1 2024.

  • Silicon Valley Capital Partners held 0 shares of Schwab Fundamental US Large Company Index ETF worth $33 as of Q1 2024.
  • Silicon Valley Capital Partners left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q1 2024.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Silicon Valley Capital Partners's portfolio in Q1 2024, its #301 holding.
  • Silicon Valley Capital Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2023 and has held it in 1 quarter since.
  • Silicon Valley Capital Partners's Schwab Fundamental US Large Company Index ETF position peaked at $16.6K in Q1 2023.
  • 501 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2024.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2024, filed 29 Apr 2024.