SYM Financial Corp’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 | $136K | Buy |
5,562
+2,673
| +93% | +$65.6K | 0.02% | 325 |
|
|
2025
Q1 | $68.2K | Hold |
2,889
| – | – | 0.01% | 299 |
|
|
2024
Q4 | $68.4K | Hold |
2,889
| – | – | 0.01% | 272 |
|
|
2024
Q3 | $69.1K | Hold |
2,889
| – | – | 0.01% | 215 |
|
|
2024
Q2 | $64.5K | Buy |
+2,889
| New | +$64.5K | 0.01% | 196 |
|
|
2023
Q3 | – | Sell |
-141
| Closed | -$2.71K | – | 191 |
|
|
2023
Q2 | $2.71K | Buy |
+141
| New | +$2.71K | ﹤0.01% | 113 |
|