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Daymark Wealth Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Daymark Wealth Partners’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
-12,702
Closed -$237K – 403
2023
Q3 		$237K Buy
+12,702
New +$246K 0.02% 338

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NB
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SCM
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GWS
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CC
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Morgan Stanley
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Daymark Wealth Partners's FNDX Position: Q4 2023 in Review

Daymark Wealth Partners sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q4 2023, closing a stake of 12,702 shares — an estimated $237K sold.

Daymark Wealth Partners first reported a position in FNDX in Q3 2023 and held it in 1 quarter. The position peaked at $237K in Q3 2023. 479 funds tracked by Wall St. Rank hold FNDX as of Q4 2023.

  • Daymark Wealth Partners reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q4 2023 after selling out during the quarter.
  • Daymark Wealth Partners sold 12,702 Schwab Fundamental US Large Company Index ETF shares in Q4 2023, an estimated $237K.
  • Daymark Wealth Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2023 and held it in 1 quarter.
  • Daymark Wealth Partners's Schwab Fundamental US Large Company Index ETF position peaked at $237K in Q3 2023.
  • 479 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q4 2023.

Based on Daymark Wealth Partners's 13F filing for Q4 2023, filed 9 Jan 2024.