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TrustCore Financial Services’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

TrustCore Financial Services’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
2022
Q1 		– Sell
-366
Closed -$7K – 1053
2021
Q4 		$7K Hold
366
– – ﹤0.01% 748
2021
Q3 		$7K Buy
+366
New +$6.72K ﹤0.01% 813

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TrustCore Financial Services's FNDX Position: Q1 2022 in Review

TrustCore Financial Services sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q1 2022, closing a stake of 366 shares — an estimated $7K sold.

TrustCore Financial Services first reported a position in FNDX in Q3 2021 and held it in 2 quarters. The position peaked at $7K in Q4 2021. 397 funds tracked by Wall St. Rank hold FNDX as of Q1 2022.

  • TrustCore Financial Services reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q1 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 366 Schwab Fundamental US Large Company Index ETF shares in Q1 2022, an estimated $7K.
  • TrustCore Financial Services first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2021 and held it in 2 quarters.
  • TrustCore Financial Services's Schwab Fundamental US Large Company Index ETF position peaked at $7K in Q4 2021.
  • 397 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2022.

Based on TrustCore Financial Services's 13F filing for Q1 2022, filed 9 May 2022.