Aspire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $10.2M | Buy |
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|
2024
Q2 | $8.52M | Buy |
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|
2024
Q1 | $6.23M | Buy |
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|
2023
Q4 | $4.06M | Buy |
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|
2023
Q3 | $2.23M | Buy |
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|
2023
Q2 | $1.54M | Buy |
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|
2023
Q1 | $1.27M | Buy |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $942K | Buy |
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|
2022
Q2 | $276K | Sell |
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|
2022
Q1 | $324K | Sell |
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|
2021
Q4 | $552K | Buy |
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