Appleton Partners’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 | $770K | Sell |
|
|||||
|
2025
Q2 | $772K | Sell |
|
|||||
|
2025
Q1 | $785K | Sell |
|
|||||
|
2024
Q4 | $965K | Buy |
|
|||||
|
2024
Q3 | $602K | Sell |
|
|||||
|
2024
Q2 | $567K | Sell |
|
|||||
|
2024
Q1 | $1.04M | Buy |
|
|||||
|
2023
Q4 | $594K | Sell |
|
|||||
|
2023
Q3 | $542K | Sell |
|
|||||
|
2023
Q2 | $660K | Sell |
|
|||||
|
2023
Q1 | $676K | Buy |
|
|||||
|
2022
Q4 | $586K | Buy |
|
|||||
|
2022
Q3 | $517K | Buy |
|
|||||
|
2022
Q2 | $534K | Buy |
|
|||||
|
2022
Q1 | $607K | Buy |
|
|||||
|
2021
Q4 | $598K | Sell |
|
|||||
|
2021
Q3 | $620K | Buy |
|
|||||
|
2021
Q2 | $578K | Buy |
|
|||||
|
2021
Q1 | $537K | Buy |
|