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Trinity Legacy Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Trinity Legacy Partners’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,842
Closed -$242K – 104
2024
Q2 		$242K Buy
+10,842
New +$239K 0.07% 92

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Trinity Legacy Partners's FNDX Position: Q3 2024 in Review

Trinity Legacy Partners sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q3 2024, closing a stake of 10,842 shares — an estimated $242K sold.

Trinity Legacy Partners first reported a position in FNDX in Q2 2024 and held it in 1 quarter. The position peaked at $242K in Q2 2024. 568 funds tracked by Wall St. Rank hold FNDX as of Q3 2024.

  • Trinity Legacy Partners reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q3 2024 after selling out during the quarter.
  • Trinity Legacy Partners sold 10,842 Schwab Fundamental US Large Company Index ETF shares in Q3 2024, an estimated $242K.
  • Trinity Legacy Partners first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2024 and held it in 1 quarter.
  • Trinity Legacy Partners's Schwab Fundamental US Large Company Index ETF position peaked at $242K in Q2 2024.
  • 568 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2024.

Based on Trinity Legacy Partners's 13F filing for Q3 2024, filed 31 Oct 2024.