Suntrust Banks’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Suntrust Banks’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
2019 Q3	$322K	Hold	24,435	–	–	﹤0.01%	1100
2019 Q2	$319K	Hold	24,435	–	–	﹤0.01%	1098
2019 Q1	$309K	Hold	24,435	–	–	﹤0.01%	1081
2018 Q4	$277K	Hold	24,435	–	–	﹤0.01%	1074
2018 Q3	$323K	Hold	24,435	–	–	﹤0.01%	1054
2018 Q2	$304K	Hold	24,435	–	–	﹤0.01%	1090
2018 Q1	$296K	Sell	24,435 -1,596	-6%	-$20.1K	﹤0.01%	1058
2017 Q4	$325K	Hold	26,031	–	–	﹤0.01%	1011
2017 Q3	$305K	Buy	+26,031	New	+$298K	﹤0.01%	1047

Other funds holding FNDX

CSIA

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

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

QCG

Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Suntrust Banks's FNDX Position: Q3 2019 in Review

Suntrust Banks held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q3 2019 at 24,435 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Suntrust Banks first reported a position in FNDX in Q3 2017 and has held it in 9 quarters since. The position peaked at $325K in Q4 2017. 180 funds tracked by Wall St. Rank hold FNDX as of Q3 2019.

Suntrust Banks held 24,435 shares of Schwab Fundamental US Large Company Index ETF worth $322K as of Q3 2019.
Suntrust Banks left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q3 2019.
Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Suntrust Banks's portfolio in Q3 2019, its #1100 holding.
Suntrust Banks first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2017 and has held it in 9 quarters since.
Suntrust Banks's Schwab Fundamental US Large Company Index ETF position peaked at $325K in Q4 2017.
180 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2019.

Based on Suntrust Banks's 13F filing for Q3 2019, filed 12 Nov 2019.