Ashford 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
Q2 | $48.6M | Sell |
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|
2025
Q1 | $47.4M | Buy |
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|
2024
Q4 | $47.5M | Sell |
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|
2024
Q3 | $48.1M | Sell |
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|
2024
Q2 | $44.9M | Buy |
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|
2024
Q1 | $44.8M | Buy |
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|
2023
Q4 | $35.4M | Sell |
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|
2023
Q3 | $32.3M | Sell |
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|
2023
Q2 | $36.2M | Sell |
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|
2023
Q1 | $35.9M | Buy |
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|
2022
Q4 | $34.5M | Sell |
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|
2022
Q3 | $32.1M | Sell |
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|
2022
Q2 | $34.4M | Buy |
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|
2022
Q1 | $28.8M | Buy |
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|
2021
Q4 | $27.1M | Buy |
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|
2021
Q3 | $24M | Buy |
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|
2021
Q2 | $22M | Buy |
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|
2021
Q1 | $15M | Buy |
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