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Wealthspire Advisors (Maryland)’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-675
Closed -$9K – 1012
2019
Q1 		$9K Hold
675
– – ﹤0.01% 1576
2018
Q4 		$8K Hold
675
– – ﹤0.01% 1550
2018
Q3 		$9K Sell
675
-8,022
-92% -$104K ﹤0.01% 1557
2018
Q2 		$108K Buy
8,697
+42
+0.5% +$523 0.01% 680
2018
Q1 		$105K Buy
8,655
+39
+0.5% +$491 0.01% 695
2017
Q4 		$108K Buy
8,616
+42
+0.5% +$507 0.01% 683
2017
Q3 		$100K Buy
8,574
+42
+0.5% +$480 0.01% 706
2017
Q2 		$96K Buy
8,532
+72
+0.9% +$810 0.01% 709
2017
Q1 		$95K Buy
8,460
+675
+9% +$7.53K 0.01% 616
2016
Q4 		$85K Buy
7,785
+84
+1% +$885 0.01% 627
2016
Q3 		$80K Buy
7,701
+42
+0.5% +$434 0.01% 640
2016
Q2 		$77K Hold
7,659
– – 0.01% 608
2016
Q1 		$75K Buy
7,659
+39
+0.5% +$361 0.01% 600
2015
Q4 		$73K Buy
+7,620
New +$73.7K 0.01% 610

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 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
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FNDX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2019, closing a stake of 675 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in FNDX in Q4 2015 and held it in 14 quarters. The position peaked at $108K in Q2 2018. 172 funds tracked by Wall St. Rank hold FNDX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 675 Schwab Fundamental US Large Company Index ETF shares in Q2 2019, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Schwab Fundamental US Large Company Index ETF position peaked at $108K in Q2 2018.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.