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FNDX icon

Successful Portfolios’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Successful Portfolios’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
Q1 		– Sell
-39,219
Closed -$558K – 157
2019
Q4 		$558K Sell
39,219
-4,182
-10% -$57.1K 0.5% 54
2019
Q3 		$572K Buy
+43,401
New +$566K 0.54% 52

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
QCG
Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 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 $1.97B AUM 22.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Successful Portfolios's FNDX Position: Q1 2020 in Review

Successful Portfolios sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2020, closing a stake of 39,219 shares — an estimated $558K sold.

Successful Portfolios first reported a position in FNDX in Q3 2019 and held it in 2 quarters. The position peaked at $572K in Q3 2019. 196 funds tracked by Wall St. Rank hold FNDX as of Q1 2020.

  • Successful Portfolios reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2020 after selling out during the quarter.
  • Successful Portfolios sold 39,219 Schwab Fundamental US Large Company Index ETF shares in Q1 2020, an estimated $558K.
  • Successful Portfolios first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2019 and held it in 2 quarters.
  • Successful Portfolios's Schwab Fundamental US Large Company Index ETF position peaked at $572K in Q3 2019.
  • 196 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2020.

Based on Successful Portfolios's 13F filing for Q1 2020, filed 23 Apr 2020.