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Lockerman Financial Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Lockerman Financial Group’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
2022
Q2 		– Sell
-14,004
Closed -$273K – 68
2022
Q1 		$273K Buy
+14,004
New +$270K 0.74% 45

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KLI
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TWM
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Lockerman Financial Group's FNDX Position: Q2 2022 in Review

Lockerman Financial Group sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2022, closing a stake of 14,004 shares — an estimated $273K sold.

Lockerman Financial Group first reported a position in FNDX in Q1 2022 and held it in 1 quarter. The position peaked at $273K in Q1 2022. 357 funds tracked by Wall St. Rank hold FNDX as of Q2 2022.

  • Lockerman Financial Group reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2022 after selling out during the quarter.
  • Lockerman Financial Group sold 14,004 Schwab Fundamental US Large Company Index ETF shares in Q2 2022, an estimated $273K.
  • Lockerman Financial Group first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2022 and held it in 1 quarter.
  • Lockerman Financial Group's Schwab Fundamental US Large Company Index ETF position peaked at $273K in Q1 2022.
  • 357 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2022.

Based on Lockerman Financial Group's 13F filing for Q2 2022, filed 22 Jul 2022.