Sebold Capital Management’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
Q2 | $4.18M | Buy |
170,447
+3,813
| +2% | +$93.6K | 2.58% | 12 |
|
2025
Q1 | $3.93M | Buy |
166,634
+3,741
| +2% | +$88.3K | 2.59% | 13 |
|
2024
Q4 | $3.86M | Buy |
162,893
+53
| +0% | +$1.26K | 2.59% | 11 |
|
2024
Q3 | $3.9M | Sell |
162,840
-7,218
| -4% | -$173K | 2.57% | 12 |
|
2024
Q2 | $3.8M | Sell |
170,058
-7,986
| -4% | -$178K | 2.62% | 12 |
|
2024
Q1 | $4M | Sell |
178,044
-4,500
| -2% | -$101K | 2.7% | 12 |
|
2023
Q4 | $3.77M | Buy |
182,544
+60,201
| +49% | +$1.24M | 2.78% | 11 |
|
2023
Q3 | $2.28M | Buy |
122,343
+9,492
| +8% | +$177K | 1.86% | 14 |
|
2023
Q2 | $2.17M | Sell |
112,851
-4,185
| -4% | -$80.3K | 1.73% | 16 |
|
2023
Q1 | $2.14M | Sell |
117,036
-696
| -0.6% | -$12.7K | 1.69% | 16 |
|
2022
Q4 | $2.1M | Buy |
+117,732
| New | +$2.1M | 1.72% | 16 |
|