SeaCrest Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $320K | Buy |
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|
2024
Q4 | $316K | Buy |
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|
2024
Q3 | $304K | Buy |
|
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|
2024
Q2 | $236K | Hold |
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|
2024
Q1 | $238K | Buy |
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|
2023
Q4 | $217K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $205K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $162K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $38K | Sell |
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|
2018
Q4 | $36K | Buy |
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|
2018
Q3 | $33K | Hold |
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|
2018
Q2 | $31K | Sell |
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|
2018
Q1 | $41K | Buy |
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|
2017
Q4 | $13K | Buy |
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