TruNorth Capital Management, LLC FNDX Holdings History
TruNorth Capital Management, LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-06-30, TruNorth Capital Management, LLC held 762,115.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $18.70 Mil. This investment constitutes 4.16% of their stock portfolio, and TruNorth Capital Management, LLC now holds 0.1% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2024Q1. And since then TruNorth Capital Management, LLC has made 5 purchases of FNDX, at an average price of $33.11, for a total of 762,115.00 shares. Based on historical transaction data and FNDX's current price of $25.08, TruNorth Capital Management, LLC's estimated gain on his FNDX holdings is $-6.12 Mil, reflecting a -24.24% gain to date.
TruNorth Capital Management, LLC FNDX ($25.08) Holding Chart
TruNorth Capital Management, LLC FNDX ($25.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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