Addison Advisors’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 | $1.46M | Sell |
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|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.34M | Hold |
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|
2024
Q3 | $1.36M | Hold |
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|
2024
Q2 | $1.26M | Sell |
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|
2024
Q1 | $1.29M | Sell |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $1.18M | Sell |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.45M | Sell |
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|
2021
Q3 | $1.33M | Sell |
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|
2021
Q2 | $1.35M | Buy |
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|
2020
Q4 | $1.12M | Buy |
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