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VisionPoint Advisory Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-828
Closed -$18.5K – 434
2024
Q2 		$18.5K Buy
+828
New +$18.3K 0.01% 401
2023
Q3 		– Sell
-24
Closed -$460 – 732
2023
Q2 		$460 Buy
+24
New +$443 ﹤0.01% 542

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 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 $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VisionPoint Advisory Group's FNDX Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2024, closing a stake of 828 shares — an estimated $18.5K sold.

VisionPoint Advisory Group first reported a position in FNDX in Q2 2023 and held it in 2 quarters. The position peaked at $18.5K in Q2 2024. 568 funds tracked by Wall St. Rank hold FNDX as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 828 Schwab Fundamental US Large Company Index ETF shares in Q3 2024, an estimated $18.5K.
  • VisionPoint Advisory Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2023 and held it in 2 quarters.
  • VisionPoint Advisory Group's Schwab Fundamental US Large Company Index ETF position peaked at $18.5K in Q2 2024.
  • 568 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.