SFPG
FNDX icon

Stonebridge Financial Planning Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-2,862
Closed -$55K – 195
2021
Q4 		$55K Hold
2,862
– – 0.03% 210
2021
Q3 		$55K Hold
2,862
– – 0.03% 213
2021
Q2 		$53K Hold
2,862
– – 0.03% 206
2021
Q1 		$50K Buy
+2,862
New +$46.6K 0.03% 213

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Stonebridge Financial Planning Group's FNDX Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2022, closing a stake of 2,862 shares — an estimated $55K sold.

Stonebridge Financial Planning Group first reported a position in FNDX in Q1 2021 and held it in 4 quarters. The position peaked at $55K in Q4 2021. 397 funds tracked by Wall St. Rank hold FNDX as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 2,862 Schwab Fundamental US Large Company Index ETF shares in Q1 2022, an estimated $55K.
  • Stonebridge Financial Planning Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2021 and held it in 4 quarters.
  • Stonebridge Financial Planning Group's Schwab Fundamental US Large Company Index ETF position peaked at $55K in Q4 2021.
  • 397 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.