TCM
TruNorth Capital Management’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 | $18.7M | Buy |
762,115
+43,138
| +6% | +$1.06M | 4.16% | 8 |
|
|
2025
Q1 | $17M | Buy |
718,977
+61,532
| +9% | +$1.45M | 4.22% | 7 |
|
|
2024
Q4 | $15.6M | Buy |
657,445
+465,349
| +242% | +$11M | 4.26% | 8 |
|
|
2024
Q3 | $13.8M | Buy |
192,096
+8,106
| +4% | +$582K | 4.08% | 7 |
|
|
2024
Q2 | $12.3M | Buy |
183,990
+5,029
| +3% | +$337K | 4% | 7 |
|
|
2024
Q1 | $12.1M | Buy |
+178,961
| New | +$12.1M | 4.16% | 7 |
|