Archford Capital Strategies’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 | $6.06M | Buy |
247,027
+75,244
| +44% | +$1.85M | 0.78% | 36 |
|
|
2025
Q1 | $4.06M | Sell |
171,783
-166,520
| -49% | -$3.93M | 0.59% | 45 |
|
|
2024
Q4 | $8.01M | Sell |
338,303
-614,917
| -65% | -$14.6M | 1.21% | 21 |
|
|
2024
Q3 | $7.7M | Buy |
953,220
+647,295
| +212% | +$5.23M | 1.16% | 21 |
|
|
2024
Q2 | $6.83M | Buy |
305,925
+10,116
| +3% | +$226K | 1.11% | 23 |
|
|
2024
Q1 | $6.64M | Buy |
295,809
+205,713
| +228% | +$4.62M | 1.12% | 21 |
|
|
2023
Q4 | $1.86M | Buy |
+90,096
| New | +$1.86M | 0.34% | 78 |
|