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

Trifecta Capital 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
Q1 		– Sell
-279
Closed -$4.97K – 428
2022
Q4 		$4.97K Buy
+279
New +$4.94K ﹤0.01% 220

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 $2.59B AUM 21.24% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Trifecta Capital Advisors's FNDX Position: Q1 2023 in Review

Trifecta Capital Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2023, closing a stake of 279 shares — an estimated $4.97K sold.

Trifecta Capital Advisors first reported a position in FNDX in Q4 2022 and held it in 1 quarter. The position peaked at $4.97K in Q4 2022. 386 funds tracked by Wall St. Rank hold FNDX as of Q1 2023.

  • Trifecta Capital Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2023 after selling out during the quarter.
  • Trifecta Capital Advisors sold 279 Schwab Fundamental US Large Company Index ETF shares in Q1 2023, an estimated $4.97K.
  • Trifecta Capital Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2022 and held it in 1 quarter.
  • Trifecta Capital Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $4.97K in Q4 2022.
  • 386 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2023.

Based on Trifecta Capital Advisors's 13F filing for Q1 2023, filed 9 May 2023.