Alpha Omega Wealth Management’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
Q2 | $1.15M | Buy |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $927K | Buy |
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|
2024
Q3 | $861K | Buy |
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|
2024
Q2 | $709K | Buy |
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|
2024
Q1 | $695K | Buy |
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|
2023
Q4 | $628K | Buy |
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|
2023
Q3 | $511K | Buy |
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|
2023
Q2 | $422K | Buy |
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|
2023
Q1 | $380K | Sell |
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|
2022
Q4 | $437K | Sell |
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|
2022
Q3 | $448K | Buy |
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|
2022
Q2 | $444K | Buy |
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|
2022
Q1 | $362K | Buy |
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|
2021
Q4 | $339K | Buy |
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|
2021
Q3 | $201K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $59K | Buy |
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|
2019
Q1 | $31K | Buy |
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