AO
Advisor OS’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Buy |
20,031
+3,940
| +24% | +$96.7K | 0.05% | 258 |
|
|
2025
Q1 | $380K | Buy |
16,091
+2,136
| +15% | +$50.4K | 0.04% | 276 |
|
|
2024
Q4 | $330K | Buy |
13,955
+9,483
| +212% | +$225K | 0.04% | 300 |
|
|
2024
Q3 | $321K | Buy |
4,472
+675
| +18% | +$48.4K | 0.03% | 312 |
|
|
2024
Q2 | $254K | Sell |
3,797
-267
| -7% | -$17.9K | 0.03% | 334 |
|
|
2024
Q1 | $274K | Buy |
+4,064
| New | +$274K | 0.03% | 323 |
|