Tradewinds Capital Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Tradewinds Capital Management’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
2018 Q1	–	Sell	-342	Closed	-$4K	–	669
2017 Q4	$4K	Sell	342 -1,713	-83%	-$20.7K	﹤0.01%	528
2017 Q3	$24K	Hold	2,055	–	–	0.01%	276
2017 Q2	$23K	Hold	2,055	–	–	0.01%	271
2017 Q1	$23K	Hold	2,055	–	–	0.01%	279
2016 Q4	$22K	Hold	2,055	–	–	0.01%	274
2016 Q3	$21K	Hold	2,055	–	–	0.01%	293
2016 Q2	$21K	Hold	2,055	–	–	0.02%	287
2016 Q1	$20K	Hold	2,055	–	–	0.01%	318
2015 Q4	$20K	Buy	+2,055	New	+$19.9K	0.01%	305

Other funds holding FNDX

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

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

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

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

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

Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return