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Winslow Evans & Crocker’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Winslow Evans & Crocker’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
Q4 		$7K Buy
+483
New +$6.81K ﹤0.01% 1020

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 $2.22B AUM 16.98% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 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 $1.86B AUM 19.25% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Winslow Evans & Crocker's FNDX Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2020: 483 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1020 among its holdings.

218 funds tracked by Wall St. Rank hold FNDX as of Q4 2020.

  • Winslow Evans & Crocker held 483 shares of Schwab Fundamental US Large Company Index ETF worth $7K as of Q4 2020.
  • Schwab Fundamental US Large Company Index ETF was a new Winslow Evans & Crocker position in Q4 2020.
  • Schwab Fundamental US Large Company Index ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1020 holding.
  • 218 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.