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Tilia Fiduciary Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Tilia Fiduciary Partners’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
2022
Q3 		– Sell
-84
Closed -$1K – 518
2022
Q2 		$1K Hold
84
– – ﹤0.01% 509
2022
Q1 		$2K Buy
+84
New +$1.62K ﹤0.01% 502

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
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
AA
Ashford Advisors Pittsford, New York $485M AUM 21.08% 1-Year Est. Return

Tilia Fiduciary Partners's FNDX Position: Q3 2022 in Review

Tilia Fiduciary Partners sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2022, closing a stake of 84 shares — an estimated $1K sold.

Tilia Fiduciary Partners first reported a position in FNDX in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 354 funds tracked by Wall St. Rank hold FNDX as of Q3 2022.

  • Tilia Fiduciary Partners reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2022 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 84 Schwab Fundamental US Large Company Index ETF shares in Q3 2022, an estimated $1K.
  • Tilia Fiduciary Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2022 and held it in 2 quarters.
  • Tilia Fiduciary Partners's Schwab Fundamental US Large Company Index ETF position peaked at $2K in Q1 2022.
  • 354 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2022.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2022, filed 27 Oct 2022.