Wealthfront Advisers’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Wealthfront Advisers’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
2019 Q4	–	Sell	-27,357	Closed	-$361K	–	495
2019 Q3	$361K	Sell	27,357 -5,901	-18%	-$76.9K	﹤0.01%	410
2019 Q2	$434K	Buy	33,258 +8,253	+33%	+$106K	﹤0.01%	403
2019 Q1	$316K	Sell	25,005 -4,764	-16%	-$58.5K	﹤0.01%	415
2018 Q4	$337K	Buy	+29,769	New	+$367K	﹤0.01%	382

Other funds holding FNDX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

QCG

Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

Wealthfront Advisers's FNDX Position: Q4 2019 in Review

Wealthfront Advisers sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2019, closing a stake of 27,357 shares — an estimated $361K sold.

Wealthfront Advisers first reported a position in FNDX in Q4 2018 and held it in 4 quarters. The position peaked at $434K in Q2 2019. 222 funds tracked by Wall St. Rank hold FNDX as of Q4 2019.

Wealthfront Advisers reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2019 after selling out during the quarter.
Wealthfront Advisers sold 27,357 Schwab Fundamental US Large Company Index ETF shares in Q4 2019, an estimated $361K.
Wealthfront Advisers first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2018 and held it in 4 quarters.
Wealthfront Advisers's Schwab Fundamental US Large Company Index ETF position peaked at $434K in Q2 2019.
222 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2019.

Based on Wealthfront Advisers's 13F filing for Q4 2019, filed 21 Jan 2020.