Abound Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Buy |
22,813
+7,087
| +45% | +$174K | 0.16% | 42 |
|
|
2025
Q1 | $371K | Buy |
15,726
+19
| +0.1% | +$449 | 0.12% | 47 |
|
|
2024
Q4 | $372K | Buy |
15,707
+1,832
| +13% | +$43.4K | 0.12% | 45 |
|
|
2024
Q3 | $332K | Buy |
13,875
+63
| +0.5% | +$1.51K | 0.11% | 44 |
|
|
2024
Q2 | $308K | Sell |
13,812
-264
| -2% | -$5.89K | 0.11% | 45 |
|
|
2024
Q1 | $316K | Buy |
14,076
+18
| +0.1% | +$404 | 0.12% | 42 |
|
|
2023
Q4 | $290K | Buy |
14,058
+9,381
| +201% | +$194K | 0.12% | 46 |
|
|
2023
Q3 | $87.3K | Buy |
4,677
+21
| +0.5% | +$392 | 0.04% | 86 |
|
|
2023
Q2 | $89.4K | Buy |
4,656
+18
| +0.4% | +$346 | 0.04% | 83 |
|
|
2023
Q1 | $84.9K | Buy |
4,638
+21
| +0.5% | +$384 | 0.04% | 85 |
|
|
2022
Q4 | $82.2K | Buy |
4,617
+21
| +0.5% | +$374 | 0.04% | 77 |
|
|
2022
Q3 | $73.2K | Buy |
4,596
+24
| +0.5% | +$382 | 0.04% | 82 |
|
|
2022
Q2 | $77.6K | Hold |
4,572
| – | – | 0.04% | 53 |
|
|
2022
Q1 | $89.2K | Hold |
4,572
| – | – | 0.06% | 56 |
|
|
2021
Q4 | $89.3K | Buy |
+4,572
| New | +$89.3K | 0.07% | 52 |
|