Aptus Capital Advisors’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 | $845K | Sell |
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|
2025
Q2 | $809K | Sell |
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|
2025
Q1 | $785K | Buy |
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|
2024
Q4 | $756K | Buy |
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|
2024
Q3 | $31.6K | Sell |
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|
2024
Q2 | $114K | Buy |
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|
2024
Q1 | $34.6K | Sell |
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|
2023
Q4 | $49K | Buy |
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|
2023
Q3 | $38.5K | Sell |
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|
2023
Q2 | $68.6K | Buy |
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|
2023
Q1 | $8.24K | Hold |
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|
2022
Q4 | $8.02K | Hold |
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|
2022
Q3 | $7K | Hold |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $9K | Hold |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $8K | Hold |
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|
2021
Q2 | $8K | Hold |
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|
2021
Q1 | $8K | Hold |
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|
2020
Q4 | $6K | Sell |
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|
2020
Q3 | $71K | Hold |
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|
2020
Q2 | $68K | Sell |
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|
2020
Q1 | $67K | Sell |
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|
2019
Q4 | $93K | Buy |
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|
2019
Q3 | $85K | Buy |
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