USAA
FNDX icon

United Services Automobile Association’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

United Services Automobile Association’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
2020
Q3 		– Sell
-249,459
Closed -$3.06M – 192
2020
Q2 		$3.06M Buy
+249,459
New +$2.94M 0.06% 129
2019
Q3 		– Sell
-1,759,290
Closed -$22.9M – 897
2019
Q2 		$22.9M Sell
1,759,290
-51
-0% -$653 0.06% 335
2019
Q1 		$22.3M Buy
1,759,341
+51
+0% +$627 0.06% 333
2018
Q4 		$19.9M Sell
1,759,290
-75,000
-4% -$925K 0.06% 330
2018
Q3 		$24.3M Sell
1,834,290
-43,722
-2% -$568K 0.06% 322
2018
Q2 		$23.4M Buy
1,878,012
+12
+0% +$149 0.06% 317
2018
Q1 		$22.7M Hold
1,878,000
– – 0.06% 319
2017
Q4 		$23.4M Hold
1,878,000
– – 0.06% 323
2017
Q3 		$22M Hold
1,878,000
– – 0.06% 320
2017
Q2 		$21.2M Hold
1,878,000
– – 0.06% 317
2017
Q1 		$21.2M Hold
1,878,000
– – 0.07% 318
2016
Q4 		$20.4M Hold
1,878,000
– – 0.07% 307
2016
Q3 		$19.5M Buy
1,878,000
+447,000
+31% +$4.62M 0.07% 322
2016
Q2 		$14.5M Buy
1,431,000
+85,800
+6% +$854K 0.05% 385
2016
Q1 		$13.2M Hold
1,345,200
– – 0.05% 399
2015
Q4 		$12.8M Buy
1,345,200
+90,000
+7% +$870K 0.05% 395
2015
Q3 		$11.4M Buy
1,255,200
+926,700
+282% +$8.91M 0.04% 415
2015
Q2 		$3.25M Buy
328,500
+189,900
+137% +$1.93M 0.01% 848
2015
Q1 		$1.39M Hold
138,600
– – ﹤0.01% 1052
2014
Q4 		$1.39M Buy
+138,600
New +$1.36M ﹤0.01% 1044

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
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

United Services Automobile Association's FNDX Position: Q3 2020 in Review

United Services Automobile Association sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2020, closing a stake of 249,459 shares — an estimated $3.06M sold.

United Services Automobile Association first reported a position in FNDX in Q4 2014 and held it in 20 quarters. The position peaked at $24.3M in Q3 2018. 190 funds tracked by Wall St. Rank hold FNDX as of Q3 2020.

  • United Services Automobile Association reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2020 after selling out during the quarter.
  • United Services Automobile Association sold 249,459 Schwab Fundamental US Large Company Index ETF shares in Q3 2020, an estimated $3.06M.
  • United Services Automobile Association first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2014 and held it in 20 quarters.
  • United Services Automobile Association's Schwab Fundamental US Large Company Index ETF position peaked at $24.3M in Q3 2018.
  • 190 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2020.

Based on United Services Automobile Association's 13F filing for Q3 2020, filed 10 Nov 2020.