Sonora Investment Management Group’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
Q3 | $742K | Buy |
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|
2025
Q2 | $639K | Sell |
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|
2025
Q1 | $616K | Buy |
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|
2024
Q4 | $610K | Buy |
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|
2024
Q3 | $506K | Sell |
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|
2024
Q2 | $486K | Hold |
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|
2024
Q1 | $486K | Buy |
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|
2023
Q4 | $320K | Sell |
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|
2023
Q3 | $341K | Sell |
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|
2023
Q2 | $363K | Buy |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $390K | Buy |
|