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Syverson Strege & Co’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Syverson Strege & Co’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
2023
Q2 		– Sell
-2,844
Closed -$52K – 265
2023
Q1 		$52K Sell
2,844
-12,027
-81% -$221K 0.02% 121
2022
Q4 		$265K Sell
14,871
-13,965
-48% -$247K 0.12% 55
2022
Q3 		$459K Buy
28,836
+21
+0.1% +$371 0.23% 39
2022
Q2 		$489K Sell
28,815
-5,919
-17% -$109K 0.18% 41
2022
Q1 		$677K Buy
34,734
+15
+0% +$289 0.74% 27
2021
Q4 		$678K Sell
34,719
-7,941
-19% -$151K 0.5% 33
2021
Q3 		$767K Buy
42,660
+15
+0% +$275 0.61% 27
2021
Q2 		$778K Buy
42,645
+15
+0% +$271 0.69% 24
2021
Q1 		$734K Buy
42,630
+3,801
+10% +$62K 0.76% 21
2020
Q4 		$586K Buy
+38,829
New +$548K 0.56% 28

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

Syverson Strege & Co's FNDX Position: Q2 2023 in Review

Syverson Strege & Co sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2023, closing a stake of 2,844 shares — an estimated $52K sold.

Syverson Strege & Co first reported a position in FNDX in Q4 2020 and held it in 10 quarters. The position peaked at $778K in Q2 2021. 412 funds tracked by Wall St. Rank hold FNDX as of Q2 2023.

  • Syverson Strege & Co reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 2,844 Schwab Fundamental US Large Company Index ETF shares in Q2 2023, an estimated $52K.
  • Syverson Strege & Co first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's Schwab Fundamental US Large Company Index ETF position peaked at $778K in Q2 2021.
  • 412 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.