VL
FNDX icon

Vima LLC’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Vima LLC’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
Q2 		– Sell
-1,350
Closed -$24.7K – 167
2024
Q1 		$24.7K Buy
+1,350
New +$28.7K 0.03% 169

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Vima LLC's FNDX Position: Q2 2024 in Review

Vima LLC sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2024, closing a stake of 1,350 shares — an estimated $24.7K sold.

Vima LLC first reported a position in FNDX in Q1 2024 and held it in 1 quarter. The position peaked at $24.7K in Q1 2024. 535 funds tracked by Wall St. Rank hold FNDX as of Q2 2024.

  • Vima LLC reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2024 after selling out during the quarter.
  • Vima LLC sold 1,350 Schwab Fundamental US Large Company Index ETF shares in Q2 2024, an estimated $24.7K.
  • Vima LLC first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2024 and held it in 1 quarter.
  • Vima LLC's Schwab Fundamental US Large Company Index ETF position peaked at $24.7K in Q1 2024.
  • 535 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2024.

Based on Vima LLC's 13F filing for Q2 2024, filed 8 Aug 2024.