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

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

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return

Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return