Advisors Capital 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
$337K Hold
13,746
﹤0.01% 430
2025
Q1
$325K Buy
13,746
+759
+6% +$17.9K 0.01% 423
2024
Q4
$308K Hold
12,987
﹤0.01% 445
2024
Q3
$311K Hold
12,987
0.01% 427
2024
Q2
$290K Buy
+12,987
New +$290K 0.01% 422