Abound Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $494K | Sell |
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|
2025
Q2 | $560K | Buy |
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|
2025
Q1 | $371K | Buy |
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|
2024
Q4 | $372K | Buy |
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|
2024
Q3 | $332K | Buy |
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|
2024
Q2 | $308K | Sell |
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|
2024
Q1 | $316K | Buy |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | $87.3K | Buy |
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|
2023
Q2 | $89.4K | Buy |
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|
2023
Q1 | $84.9K | Buy |
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|
2022
Q4 | $82.2K | Buy |
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|
2022
Q3 | $73.2K | Buy |
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|
2022
Q2 | $77.6K | Hold |
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|
2022
Q1 | $89.2K | Hold |
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|
2021
Q4 | $89.3K | Buy |
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