San Francisco Sentry Investment Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $190K | Hold |
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|
2021
Q1 | $179K | Hold |
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|
2020
Q4 | $157K | Hold |
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|
2020
Q3 | $134K | Hold |
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|
2020
Q2 | $128K | Sell |
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|
2020
Q1 | $110K | Buy |
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|
2019
Q4 | $73K | Hold |
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|
2019
Q3 | $68K | Hold |
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|
2019
Q2 | $67K | Hold |
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|
2019
Q1 | $65K | Hold |
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|
2018
Q4 | $58K | Hold |
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|
2018
Q3 | $68K | Hold |
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|
2018
Q2 | $64K | Buy |
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|
2018
Q1 | $57K | Hold |
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|
2017
Q4 | $59K | Buy |
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