Adero Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $357K | Sell |
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|
2024
Q3 | $363K | Sell |
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|
2024
Q2 | $342K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $350K | Sell |
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|
2022
Q2 | $398K | Sell |
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|
2022
Q1 | $460K | Sell |
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|
2021
Q4 | $908K | Sell |
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|
2021
Q3 | $864K | Sell |
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|
2021
Q2 | $883K | Sell |
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|
2021
Q1 | $890K | Sell |
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|
2020
Q4 | $818K | Sell |
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|
2020
Q3 | $722K | Sell |
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|
2020
Q2 | $1.69M | Sell |
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|
2020
Q1 | $1.73M | Buy |
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|
2019
Q4 | $2.29M | Buy |
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