Pacific Capital Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,439
| Closed | -$200K | – | 191 |
|
|
2024
Q4 | $200K | Hold |
8,439
| – | – | 0.03% | 80 |
|
|
2024
Q3 | $202K | Buy |
8,439
+3
| +0% | +$72 | 0.03% | 79 |
|
|
2024
Q2 | $188K | Buy |
8,436
+384
| +5% | +$8.57K | 0.03% | 76 |
|
|
2024
Q1 | $181K | Hold |
8,052
| – | – | 0.04% | 68 |
|
|
2023
Q4 | $166K | Buy |
+8,052
| New | +$166K | 0.04% | 69 |
|