SAW
Signal Advisors Wealth’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
75,171
-156,094
| -67% | -$3.83M | 0.14% | 142 |
|
|
2025
Q1 | $5.46M | Sell |
231,265
-61,526
| -21% | -$1.45M | 0.53% | 48 |
|
|
2024
Q4 | $6.93M | Buy |
292,791
+205,743
| +236% | +$4.87M | 0.78% | 29 |
|
|
2024
Q3 | $6.25M | Buy |
+87,048
| New | +$6.25M | 0.89% | 22 |
|
|
2024
Q2 | – | Sell |
-54,431
| Closed | -$3.67M | – | 144 |
|
|
2024
Q1 | $3.67M | Buy |
54,431
+6,765
| +14% | +$456K | 0.91% | 31 |
|
|
2023
Q4 | $2.95M | Buy |
+47,666
| New | +$2.95M | 1.02% | 29 |
|