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WealthPlan Investment Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

WealthPlan Investment Management’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
2023
Q1 		– Sell
-16,050
Closed -$306K – 478
2022
Q4 		$306K Buy
16,050
+2,109
+15% +$37.3K 0.02% 312
2022
Q3 		$252K Buy
+13,941
New +$246K 0.02% 322

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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 $2.59B AUM 21.24% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPlan Investment Management's FNDX Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2023, closing a stake of 16,050 shares — an estimated $306K sold.

WealthPlan Investment Management first reported a position in FNDX in Q3 2022 and held it in 2 quarters. The position peaked at $306K in Q4 2022. 386 funds tracked by Wall St. Rank hold FNDX as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 16,050 Schwab Fundamental US Large Company Index ETF shares in Q1 2023, an estimated $306K.
  • WealthPlan Investment Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2022 and held it in 2 quarters.
  • WealthPlan Investment Management's Schwab Fundamental US Large Company Index ETF position peaked at $306K in Q4 2022.
  • 386 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.