Advisornet Financial’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Advisornet Financial’s Portfolio FNDX Stock Details FNDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.85M	Sell	75,277 -41,807	-36%	-$1.03M	0.12%	171
2025 Q1	$2.76M	Sell	117,084 -39,742	-25%	-$938K	0.21%	102
2024 Q4	$3.71M	Sell	156,826 -2,192	-1%	-$51.9K	0.31%	73
2024 Q3	$3.8M	Buy	159,018 +1,698	+1%	+$40.6K	0.28%	83
2024 Q2	$3.51M	Buy	157,320 +3,183	+2%	+$71.1K	0.32%	76
2024 Q1	$3.46M	Buy	154,137 +9,474	+7%	+$213K	0.33%	70
2023 Q4	$2.99M	Buy	144,663 +12,864	+10%	+$266K	0.28%	90
2023 Q3	$2.46M	Buy	131,799 +26,706	+25%	+$498K	0.22%	105
2023 Q2	$2.02M	Buy	105,093 +3,957	+4%	+$75.9K	0.17%	135
2023 Q1	$1.85M	Buy	101,136 +5,091	+5%	+$93.2K	0.17%	139
2022 Q4	$1.71M	Sell	96,045 -321	-0.3%	-$5.72K	0.17%	144
2022 Q3	$1.53M	Buy	96,366 +2,517	+3%	+$40.1K	0.15%	157
2022 Q2	$1.59M	Sell	93,849 -27,459	-23%	-$466K	0.16%	152
2022 Q1	$2.37M	Buy	121,308 +18,783	+18%	+$366K	0.15%	140
2021 Q4	$2M	Buy	102,525 +12,030	+13%	+$235K	0.12%	157
2021 Q3	$1.63M	Buy	90,495 +507	+0.6%	+$9.12K	0.11%	169
2021 Q2	$1.64M	Buy	89,988 +4,854	+6%	+$88.5K	0.11%	176
2021 Q1	$1.47M	Sell	85,134 -3,579	-4%	-$61.6K	0.1%	185
2020 Q4	$1.34M	Buy	88,713 +3,417	+4%	+$51.6K	0.11%	175
2020 Q3	$1.1M	Buy	85,296 +648	+0.8%	+$8.36K	0.09%	200
2020 Q2	$1.04M	Sell	84,648 -4,320	-5%	-$53K	0.08%	215
2020 Q1	$929K	Sell	88,968 -1,743	-2%	-$18.2K	0.09%	201
2019 Q4	$1.29M	Buy	90,711 +459	+0.5%	+$6.53K	0.11%	174
2019 Q3	$1.19M	Buy	90,252 +8,472	+10%	+$112K	0.11%	180
2019 Q2	$1.07M	Buy	81,780 +69	+0.1%	+$899	0.12%	181
2019 Q1	$1.03M	Buy	81,711 +216	+0.3%	+$2.73K	0.13%	170
2018 Q4	$923K	Buy	81,495 +474	+0.6%	+$5.37K	0.13%	169
2018 Q3	$1.07M	Buy	81,021 +26,760	+49%	+$354K	0.13%	152
2018 Q2	$675K	Buy	54,261 +31,200	+135%	+$388K	0.09%	195
2018 Q1	$279K	Hold	23,061	–	–	0.04%	332
2017 Q4	$288K	Buy	+23,061	New	+$288K	0.04%	290