Arcadia Investment 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 | $1.2M | Sell |
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|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.3M | Sell |
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|
2024
Q2 | $1.36M | Sell |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $1.46M | Sell |
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|
2023
Q3 | $1.86M | Sell |
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|
2023
Q2 | $11.1M | Sell |
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|
2023
Q1 | $11.8M | Buy |
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|
2022
Q4 | $11.3M | Buy |
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|
2022
Q3 | $9.64M | Buy |
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|
2022
Q2 | $9.9M | Buy |
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|
2022
Q1 | $11.2M | Sell |
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|
2021
Q4 | $11.9M | Sell |
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|
2021
Q3 | $11.2M | Buy |
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|
2021
Q2 | $10.5M | Buy |
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|
2021
Q1 | $2.76M | Buy |
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|
2020
Q4 | $514K | Sell |
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|
2020
Q3 | $443K | Sell |
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|
2020
Q2 | $430K | Sell |
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|
2020
Q1 | $380K | Hold |
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|
2019
Q4 | $518K | Hold |
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|
2019
Q3 | $480K | Sell |
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|
2019
Q2 | $523K | Hold |
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|
2019
Q1 | $508K | Hold |
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|
2018
Q4 | $455K | Hold |
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|
2018
Q3 | $531K | Hold |
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|
2018
Q2 | $500K | Sell |
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|
2018
Q1 | $706K | Sell |
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|
2017
Q4 | $946K | Buy |
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