Apella Capital’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 | $890K | Buy |
35,903
+35
| +0.1% | +$868 | 0.02% | 231 |
|
|
2025
Q1 | $806K | Buy |
35,868
+37
| +0.1% | +$831 | 0.03% | 214 |
|
|
2024
Q4 | $848K | Buy |
35,831
+38
| +0.1% | +$900 | 0.03% | 177 |
|
|
2024
Q3 | $851K | Sell |
35,793
-1,263
| -3% | -$30K | 0.04% | 162 |
|
|
2024
Q2 | $832K | Buy |
37,056
+11,733
| +46% | +$263K | 0.04% | 160 |
|
|
2024
Q1 | $563K | Hold |
25,323
| – | – | 0.03% | 182 |
|
|
2023
Q4 | $518K | Buy |
+25,323
| New | +$518K | 0.03% | 182 |
|