NFSG
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Newbridge Financial Services Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Newbridge Financial Services 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
2026
Q1 		$58.5K Hold
2,100
– – 0.01% 395
2025
Q4 		$57.1K Hold
2,100
– – 0.01% 404
2025
Q3 		$55.2K Hold
2,100
– – 0.01% 492
2025
Q2 		$51.5K Hold
2,100
– – 0.01% 501
2025
Q1 		$49.6K Hold
2,100
– – 0.01% 373
2024
Q4 		$49.7K Buy
+2,100
New +$50.9K 0.01% 406
2021
Q4 		– Sell
-441
Closed -$8K – 1460
2021
Q3 		$8K Buy
+441
New +$8.1K 0.01% 927

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BFA
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ML
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SEIA
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SCM
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