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Western Pacific Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Western Pacific Wealth Management’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
Q2 		– Sell
-234
Closed -$5.26K – 253
2024
Q1 		$5.26K Buy
+234
New +$4.97K ﹤0.01% 211

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SCM
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CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Western Pacific Wealth Management's FNDX Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2024, closing a stake of 234 shares — an estimated $5.26K sold.

Western Pacific Wealth Management first reported a position in FNDX in Q1 2024 and held it in 1 quarter. The position peaked at $5.26K in Q1 2024. 536 funds tracked by Wall St. Rank hold FNDX as of Q2 2024.

  • Western Pacific Wealth Management reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 234 Schwab Fundamental US Large Company Index ETF shares in Q2 2024, an estimated $5.26K.
  • Western Pacific Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $5.26K in Q1 2024.
  • 536 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.