Sequoia Financial Advisors’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 | $3.19M | Sell |
|
|||||
|
2025
Q1 | $3.12M | Buy |
|
|||||
|
2024
Q4 | $2.81M | Buy |
|
|||||
|
2024
Q3 | $2.84M | Buy |
|
|||||
|
2024
Q2 | $2.05M | Buy |
|
|||||
|
2024
Q1 | $2.05M | Sell |
|
|||||
|
2023
Q4 | $1.96M | Buy |
|
|||||
|
2023
Q3 | $1.38M | Sell |
|
|||||
|
2023
Q2 | $1.42M | Buy |
|
|||||
|
2023
Q1 | $436K | Buy |
|
|||||
|
2022
Q4 | $228K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $240K | Buy |
|