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

Strategic Wealth Management 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
2021 Q2	$2.5M	Buy	137,154 +81	+0.1%	+$1.47K	0.91%	18
2021 Q1	$2.36M	Buy	137,073 +75	+0.1%	+$1.22K	0.9%	17
2020 Q4	$2.07M	Buy	136,998 +102	+0.1%	+$1.44K	0.89%	16
2020 Q3	$1.77M	Buy	+136,896	New	+$1.78M	0.86%	20

Other funds holding FNDX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

GWS

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Strategic Wealth Management Group's FNDX Position: Q2 2021 in Review

Strategic Wealth Management Group increased its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 0.06% in Q2 2021, buying an estimated $1.47K and bringing the position to 137,154 shares worth $2.5M. The position accounts for 0.91% of the portfolio, ranked #18.

Strategic Wealth Management Group first reported a position in FNDX in Q3 2020 and has held it in 4 quarters since. 280 funds tracked by Wall St. Rank hold FNDX as of Q2 2021.

Strategic Wealth Management Group held 137,154 shares of Schwab Fundamental US Large Company Index ETF worth $2.5M as of Q2 2021.
Strategic Wealth Management Group bought 81 Schwab Fundamental US Large Company Index ETF shares in Q2 2021, an estimated $1.47K.
Schwab Fundamental US Large Company Index ETF made up 0.91% of Strategic Wealth Management Group's portfolio in Q2 2021, its #18 holding.
Strategic Wealth Management Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2020 and has held it in 4 quarters since.
280 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.