Ten Capital Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Ten Capital Wealth Advisors’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	-390	Closed	-$7.14K	–	303
2023 Q1	$7.14K	Hold	390	–	–	﹤0.01%	398
2022 Q4	$6.95K	Hold	390	–	–	﹤0.01%	348
2022 Q3	$6K	Hold	390	–	–	﹤0.01%	378
2022 Q2	$7K	Hold	390	–	–	﹤0.01%	300
2022 Q1	$8K	Buy	+390	New	+$7.52K	﹤0.01%	316
2021 Q4	–	Sell	-291	Closed	-$5K	–	486
2021 Q3	$5K	Buy	+291	New	+$5.34K	﹤0.01%	321

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

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

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

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

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

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

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

Ten Capital Wealth Advisors's FNDX Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2023, closing a stake of 390 shares — an estimated $7.14K sold.

Ten Capital Wealth Advisors first reported a position in FNDX in Q3 2021 and held it in 6 quarters. The position peaked at $8K in Q1 2022. 412 funds tracked by Wall St. Rank hold FNDX as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 390 Schwab Fundamental US Large Company Index ETF shares in Q2 2023, an estimated $7.14K.
Ten Capital Wealth Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2021 and held it in 6 quarters.
Ten Capital Wealth Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $8K in Q1 2022.
412 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.