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True Link Financial Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

True Link Financial 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
2024
Q4 		– Sell
-9,252
Closed -$221K – 77
2024
Q3 		$221K Buy
+9,252
New +$213K 0.02% 61

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

True Link Financial Advisors's FNDX Position: Q4 2024 in Review

True Link Financial Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2024, closing a stake of 9,252 shares — an estimated $221K sold.

True Link Financial Advisors first reported a position in FNDX in Q3 2024 and held it in 1 quarter. The position peaked at $221K in Q3 2024. 627 funds tracked by Wall St. Rank hold FNDX as of Q4 2024.

  • True Link Financial Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2024 after selling out during the quarter.
  • True Link Financial Advisors sold 9,252 Schwab Fundamental US Large Company Index ETF shares in Q4 2024, an estimated $221K.
  • True Link Financial Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2024 and held it in 1 quarter.
  • True Link Financial Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $221K in Q3 2024.
  • 627 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2024.

Based on True Link Financial Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.