Angeles Wealth 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 | $1.66M | Sell |
67,485
-3,873
| -5% | -$95K | 0.11% | 65 |
|
|
2025
Q1 | $1.68M | Buy |
71,358
+210
| +0.3% | +$4.96K | 0.14% | 59 |
|
|
2024
Q4 | $1.68M | Buy |
71,148
+9,000
| +14% | +$213K | 0.14% | 60 |
|
|
2024
Q3 | $1.49M | Hold |
62,148
| – | – | 0.13% | 61 |
|
|
2024
Q2 | $1.39M | Buy |
62,148
+4,494
| +8% | +$100K | 0.13% | 59 |
|
|
2024
Q1 | $1.3M | Hold |
57,654
| – | – | 0.13% | 59 |
|
|
2023
Q4 | $1.19M | Hold |
57,654
| – | – | 0.15% | 59 |
|
|
2023
Q3 | $1.08M | Hold |
57,654
| – | – | 0.15% | 56 |
|
|
2023
Q2 | $1.11M | Hold |
57,654
| – | – | 0.15% | 65 |
|
|
2023
Q1 | $1.06M | Hold |
57,654
| – | – | 0.16% | 67 |
|
|
2022
Q4 | $1.03M | Hold |
57,654
| – | – | 0.18% | 65 |
|
|
2022
Q3 | $918K | Hold |
57,654
| – | – | 0.18% | 60 |
|
|
2022
Q2 | $978K | Buy |
+57,654
| New | +$978K | 0.2% | 61 |
|