WestHill Financial Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

WestHill Financial Advisors’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 Q4	–	Sell	-1,533	Closed	-$28.6K	–	84
2023 Q3	$28.6K	Hold	1,533	–	–	0.01%	89
2023 Q2	$29.4K	Hold	1,533	–	–	0.01%	88
2023 Q1	$28.1K	Hold	1,533	–	–	0.01%	86
2022 Q4	$27.3K	Hold	1,533	–	–	0.01%	92
2022 Q3	$24K	Hold	1,533	–	–	0.01%	86
2022 Q2	$26K	Sell	1,533 -75	-5%	-$1.38K	0.01%	87
2022 Q1	$31K	Hold	1,608	–	–	0.01%	94
2021 Q4	$31K	Hold	1,608	–	–	0.01%	97
2021 Q3	$29K	Buy	+1,608	New	+$29.5K	0.01%	83

Other funds holding FNDX

CSIA

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

SEIA

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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WestHill Financial Advisors's FNDX Position: Q4 2023 in Review

WestHill Financial Advisors sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2023, closing a stake of 1,533 shares — an estimated $28.6K sold.

WestHill Financial Advisors first reported a position in FNDX in Q3 2021 and held it in 9 quarters. The position peaked at $31K in Q1 2022. 479 funds tracked by Wall St. Rank hold FNDX as of Q4 2023.

WestHill Financial Advisors reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 1,533 Schwab Fundamental US Large Company Index ETF shares in Q4 2023, an estimated $28.6K.
WestHill Financial Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2021 and held it in 9 quarters.
WestHill Financial Advisors's Schwab Fundamental US Large Company Index ETF position peaked at $31K in Q1 2022.
479 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.