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Zimmermann Investment Management & Planning’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Zimmermann Investment Management & Planning’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
2024
Q4 		– Sell
-471,837
Closed -$11.3M – 43
2024
Q3 		$11.3M Buy
471,837
+266,514
+130% +$6.13M 3.46% 6
2024
Q2 		$4.58M Sell
205,323
-28,887
-12% -$637K 1.53% 24
2024
Q1 		$5.26M Sell
234,210
-199,350
-46% -$4.24M 1.9% 15
2023
Q4 		$8.95M Buy
433,560
+82,044
+23% +$1.58M 3.66% 4
2023
Q3 		$6.56M Buy
351,516
+329,610
+1,505% +$6.38M 3.14% 7
2023
Q2 		$420K Buy
21,906
+4,143
+23% +$76.6K 0.2% 73
2023
Q1 		$325K Sell
17,763
-39
-0.2% -$716 0.17% 90
2022
Q4 		$317K Sell
17,802
-846
-5% -$15K 0.18% 72
2022
Q3 		$297K Sell
18,648
-89,724
-83% -$1.58M 0.18% 72
2022
Q2 		$1.84M Sell
108,372
-24,492
-18% -$451K 1.26% 25
2022
Q1 		$2.59M Sell
132,864
-160,809
-55% -$3.1M 1.54% 22
2021
Q4 		$5.74M Buy
+293,673
New +$5.58M 3.22% 8

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zimmermann Investment Management & Planning's FNDX Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2024, closing a stake of 471,837 shares — an estimated $11.3M sold.

Zimmermann Investment Management & Planning first reported a position in FNDX in Q4 2021 and held it in 12 quarters. The position peaked at $11.3M in Q3 2024. 627 funds tracked by Wall St. Rank hold FNDX as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 471,837 Schwab Fundamental US Large Company Index ETF shares in Q4 2024, an estimated $11.3M.
  • Zimmermann Investment Management & Planning first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2021 and held it in 12 quarters.
  • Zimmermann Investment Management & Planning's Schwab Fundamental US Large Company Index ETF position peaked at $11.3M in Q3 2024.
  • 627 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.