AAS
Asset Allocation Strategies’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
476,707
+51,504
| +12% | +$1.26M | 2.59% | 11 |
|
|
2025
Q1 | $10M | Buy |
425,203
+34,852
| +9% | +$823K | 2.5% | 13 |
|
|
2024
Q4 | $9.59M | Buy |
390,351
+326,099
| +508% | +$8.01M | 2.31% | 18 |
|
|
2024
Q3 | $4.61M | Buy |
64,252
+52,757
| +459% | +$3.79M | 1.31% | 27 |
|
|
2024
Q2 | $770K | Buy |
+11,495
| New | +$770K | 0.26% | 48 |
|