SFG
Sovereign 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 | $868K | Sell |
35,387
-2,290
| -6% | -$56.2K | 0.18% | 106 |
|
|
2025
Q1 | $890K | Buy |
37,677
+2,304
| +7% | +$54.4K | 0.2% | 94 |
|
|
2024
Q4 | $838K | Buy |
35,373
+23,806
| +206% | +$564K | 0.19% | 103 |
|
|
2024
Q3 | $830K | Buy |
11,567
+1,120
| +11% | +$80.4K | 0.19% | 102 |
|
|
2024
Q2 | $700K | Buy |
10,447
+1,876
| +22% | +$126K | 0.17% | 114 |
|
|
2024
Q1 | $578K | Buy |
8,571
+1,559
| +22% | +$105K | 0.15% | 132 |
|
|
2023
Q4 | $434K | Buy |
+7,012
| New | +$434K | 0.13% | 154 |
|