SOA Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

SOA Wealth Advisors’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 Q2	–	Sell	-216	Closed	-$4.85K	–	879
2024 Q1	$4.85K	Hold	216	–	–	﹤0.01%	614
2023 Q4	$4.46K	Hold	216	–	–	﹤0.01%	612
2023 Q3	$4.03K	Hold	216	–	–	﹤0.01%	646
2023 Q2	$4.14K	Hold	216	–	–	﹤0.01%	647
2023 Q1	$3.95K	Hold	216	–	–	﹤0.01%	651
2022 Q4	$3.85K	Hold	216	–	–	﹤0.01%	654
2022 Q3	$3K	Hold	216	–	–	﹤0.01%	660
2022 Q2	$3K	Hold	216	–	–	﹤0.01%	640
2022 Q1	$4K	Buy	+216	New	+$4.16K	﹤0.01%	711

Other funds holding FNDX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return