MFS
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Mattson Financial Services’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Mattson Financial Services’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
2025
Q1 		– Sell
-502
Closed -$36K – 364
2024
Q4 		$36K Buy
+502
New +$12.2K 0.01% 193

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SCM
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BFA
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NB
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Morgan Stanley
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GWS
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Mattson Financial Services's FNDX Position: Q1 2025 in Review

Mattson Financial Services sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2025, closing a stake of 502 shares — an estimated $36K sold.

Mattson Financial Services first reported a position in FNDX in Q4 2024 and held it in 1 quarter. The position peaked at $36K in Q4 2024. 637 funds tracked by Wall St. Rank hold FNDX as of Q1 2025.

  • Mattson Financial Services reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2025 after selling out during the quarter.
  • Mattson Financial Services sold 502 Schwab Fundamental US Large Company Index ETF shares in Q1 2025, an estimated $36K.
  • Mattson Financial Services first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2024 and held it in 1 quarter.
  • Mattson Financial Services's Schwab Fundamental US Large Company Index ETF position peaked at $36K in Q4 2024.
  • 637 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2025.

Based on Mattson Financial Services's 13F filing for Q1 2025, filed 22 May 2025.