WQ
FNDX icon

Wealth Quarterback’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Wealth Quarterback’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
2021
Q3 		$1K Buy
+6
New +$110 ﹤0.01% 777
2020
Q1 		– Sell
-72
Closed -$1.03K – 1036
2019
Q4 		$1.03K Buy
+72
New +$983 ﹤0.01% 843

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 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
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Wealth Quarterback's FNDX Position: Q3 2021 in Review

Wealth Quarterback opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2021: 6 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #777 among its holdings. This is a return to the name: Wealth Quarterback previously reported a position in FNDX as recently as Q4 2019.

Wealth Quarterback first reported a position in FNDX in Q4 2019 and has held it in 2 quarters since. The position peaked at $1.03K in Q4 2019. 302 funds tracked by Wall St. Rank hold FNDX as of Q3 2021.

  • Wealth Quarterback held 6 shares of Schwab Fundamental US Large Company Index ETF worth $1K as of Q3 2021.
  • Schwab Fundamental US Large Company Index ETF was a new Wealth Quarterback position in Q3 2021.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #777 holding.
  • Wealth Quarterback first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2019 and has held it in 2 quarters since.
  • Wealth Quarterback's Schwab Fundamental US Large Company Index ETF position peaked at $1.03K in Q4 2019.
  • 302 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.