Archvest Wealth Advisors’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 | $716K | Buy |
29,169
+106
| +0.4% | +$2.6K | 0.62% | 32 |
|
|
2025
Q1 | $686K | Buy |
29,063
+455
| +2% | +$10.7K | 0.57% | 35 |
|
|
2024
Q4 | $677K | Buy |
28,608
+111
| +0.4% | +$2.63K | 0.49% | 36 |
|
|
2024
Q3 | $682K | Buy |
28,497
+102
| +0.4% | +$2.44K | 0.43% | 39 |
|
|
2024
Q2 | $632K | Buy |
28,395
+2,046
| +8% | +$45.6K | 0.42% | 37 |
|
|
2024
Q1 | $590K | Buy |
26,349
+4,284
| +19% | +$95.9K | 0.42% | 35 |
|
|
2023
Q4 | $456K | Buy |
+22,065
| New | +$456K | 0.34% | 38 |
|