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