Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $500K | Buy |
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|
2022
Q1 | $569K | Buy |
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|
2021
Q4 | $535K | Buy |
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|
2021
Q3 | $487K | Hold |
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|
2021
Q2 | $494K | Sell |
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|
2021
Q1 | $550K | Sell |
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|
2020
Q4 | $488K | Sell |
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|
2020
Q3 | $442K | Buy |
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|
2020
Q2 | $417K | Sell |
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|
2020
Q1 | $355K | Sell |
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|
2019
Q4 | $699K | Buy |
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|
2019
Q3 | $643K | Sell |
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|
2019
Q2 | $768K | Buy |
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|
2019
Q1 | $641K | Buy |
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|
2018
Q4 | $568K | Sell |
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|
2018
Q3 | $1.19M | Buy |
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|
2018
Q2 | $1.08M | Sell |
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|
2018
Q1 | $1.68M | Sell |
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|
2017
Q4 | $1.79M | Buy |
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