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Windsor Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Windsor Wealth 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
2020
Q1 		– Sell
-14,616
Closed -$208K – 185
2019
Q4 		$208K Buy
+14,616
New +$200K 0.08% 181
2019
Q3 		– Sell
-15,516
Closed -$203K – 182
2019
Q2 		$203K Buy
+15,516
New +$199K 0.09% 173

Other funds holding FNDX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
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
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Windsor Wealth Management's FNDX Position: Q1 2020 in Review

Windsor Wealth Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2020, closing a stake of 14,616 shares — an estimated $208K sold.

Windsor Wealth Management first reported a position in FNDX in Q2 2019 and held it in 2 quarters. The position peaked at $208K in Q4 2019. 196 funds tracked by Wall St. Rank hold FNDX as of Q1 2020.

  • Windsor Wealth Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2020 after selling out during the quarter.
  • Windsor Wealth Management sold 14,616 Schwab Fundamental US Large Company Index ETF shares in Q1 2020, an estimated $208K.
  • Windsor Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2019 and held it in 2 quarters.
  • Windsor Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $208K in Q4 2019.
  • 196 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2020.

Based on Windsor Wealth Management's 13F filing for Q1 2020, filed 13 Apr 2020.