Number of Shares
587,595.00
Current Holdings Value*
$14.42 Mil
% of Portfolio
3.6%
Total Estimate Gain
$-1.37 Mil
% of Total Estimate Gain
-7.31%

White Pine Investment CO's Schwab Fundamental U.S. Large Company ETF Holding Summary

As of 2025-06-30, White Pine Investment CO held 587,595.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $14.42 Mil. This investment constitutes 3.6% of their stock portfolio, and White Pine Investment CO now holds 0.08% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.

The initial trade took place in 2018Q4. And since then White Pine Investment CO has made 16 purchases of FNDX, at an average price of $29.25, for a total of 640,141.00 shares. In addition, there have been 11 sales at an average price of $49.83 for 52,546.00 shares. Based on historical transaction data and FNDX's current price of $25.08, White Pine Investment CO's estimated gain on his FNDX holdings is $-1.37 Mil, reflecting a -7.31% gain to date.

White Pine Investment CO FNDX ($25.08) Holding Chart

White Pine Investment CO 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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