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Sterling Investment Advisors (Pennsylvania)’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-1,764
Closed -$21K – 438
2020
Q2 		$21K Buy
+1,764
New +$20.8K 0.01% 288

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
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
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s FNDX Position: Q3 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2020, closing a stake of 1,764 shares — an estimated $21K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in FNDX in Q2 2020 and held it in 1 quarter. The position peaked at $21K in Q2 2020. 190 funds tracked by Wall St. Rank hold FNDX as of Q3 2020.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2020 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 1,764 Schwab Fundamental US Large Company Index ETF shares in Q3 2020, an estimated $21K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2020 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Schwab Fundamental US Large Company Index ETF position peaked at $21K in Q2 2020.
  • 190 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2020, filed 26 Oct 2020.