SFG
SNS Financial Group’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 | $202K | Buy |
+8,217
| New | +$202K | 0.02% | 195 |
|
|
2022
Q2 | – | Sell |
-3,793
| Closed | -$222K | – | 201 |
|
|
2022
Q1 | $222K | Hold |
3,793
| – | – | 0.02% | 185 |
|
|
2021
Q4 | $222K | Hold |
3,793
| – | – | 0.02% | 196 |
|
|
2021
Q3 | $205K | Sell |
3,793
-176
| -4% | -$9.51K | 0.02% | 190 |
|
|
2021
Q2 | $217K | Sell |
3,969
-353
| -8% | -$19.3K | 0.03% | 181 |
|
|
2021
Q1 | $223K | Buy |
+4,322
| New | +$223K | 0.03% | 176 |
|
|
2020
Q4 | – | Sell |
-5,300
| Closed | -$205K | – | 191 |
|
|
2020
Q3 | $205K | Sell |
5,300
-315
| -6% | -$12.2K | 0.03% | 172 |
|
|
2020
Q2 | $207K | Buy |
+5,615
| New | +$207K | 0.04% | 164 |
|
|
2020
Q1 | – | Sell |
-5,033
| Closed | -$215K | – | 176 |
|
|
2019
Q4 | $215K | Buy |
+5,033
| New | +$215K | 0.04% | 177 |
|
|
2018
Q2 | – | Sell |
-5,639
| Closed | -$205K | – | 176 |
|
|
2018
Q1 | $205K | Buy |
+5,639
| New | +$205K | 0.06% | 152 |
|