Angeles 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
Q3 | $1.77M | Hold |
|
|||||
|
2025
Q2 | $1.66M | Sell |
|
|||||
|
2025
Q1 | $1.68M | Buy |
|
|||||
|
2024
Q4 | $1.68M | Buy |
|
|||||
|
2024
Q3 | $1.49M | Hold |
|
|||||
|
2024
Q2 | $1.39M | Buy |
|
|||||
|
2024
Q1 | $1.3M | Hold |
|
|||||
|
2023
Q4 | $1.19M | Hold |
|
|||||
|
2023
Q3 | $1.08M | Hold |
|
|||||
|
2023
Q2 | $1.11M | Hold |
|
|||||
|
2023
Q1 | $1.06M | Hold |
|
|||||
|
2022
Q4 | $1.03M | Hold |
|
|||||
|
2022
Q3 | $918K | Hold |
|
|||||
|
2022
Q2 | $978K | Buy |
|