Sequoia Financial Advisors’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 | $3.19M | Sell |
129,836
-2,208
| -2% | -$54.2K | 0.02% | 368 |
|
|
2025
Q1 | $3.12M | Buy |
132,044
+13,169
| +11% | +$311K | 0.02% | 346 |
|
|
2024
Q4 | $2.81M | Buy |
118,875
+249
| +0.2% | +$5.9K | 0.03% | 336 |
|
|
2024
Q3 | $2.84M | Buy |
118,626
+26,634
| +29% | +$637K | 0.03% | 301 |
|
|
2024
Q2 | $2.05M | Buy |
91,992
+897
| +1% | +$20K | 0.02% | 317 |
|
|
2024
Q1 | $2.05M | Sell |
91,095
-3,663
| -4% | -$82.3K | 0.03% | 319 |
|
|
2023
Q4 | $1.96M | Buy |
94,758
+20,898
| +28% | +$431K | 0.02% | 354 |
|
|
2023
Q3 | $1.38M | Sell |
73,860
-36
| -0% | -$672 | 0.02% | 281 |
|
|
2023
Q2 | $1.42M | Buy |
73,896
+50,055
| +210% | +$961K | 0.02% | 289 |
|
|
2023
Q1 | $436K | Buy |
23,841
+11,061
| +87% | +$202K | 0.01% | 504 |
|
|
2022
Q4 | $228K | Buy |
+12,780
| New | +$228K | 0.01% | 686 |
|
|
2022
Q3 | – | Sell |
-14,139
| Closed | -$240K | – | 557 |
|
|
2022
Q2 | $240K | Buy |
+14,139
| New | +$240K | 0.01% | 500 |
|