Asset Planning Services (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $836K | Buy |
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|
2021
Q3 | $766K | Sell |
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|
2021
Q2 | $792K | Buy |
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|
2021
Q1 | $720K | Sell |
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|
2020
Q4 | $637K | Buy |
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|
2020
Q3 | $542K | Buy |
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|
2020
Q2 | $511K | Buy |
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|
2020
Q1 | $432K | Buy |
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|
2019
Q4 | $590K | Sell |
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|
2019
Q3 | $620K | Buy |
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|
2019
Q2 | $607K | Hold |
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|
2019
Q1 | $589K | Sell |
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|
2018
Q4 | $548K | Buy |
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|
2018
Q3 | $619K | Buy |
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|
2018
Q2 | $595K | Buy |
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|
2018
Q1 | $576K | Buy |
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|
2017
Q4 | $591K | Buy |
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|
2017
Q3 | $552K | Buy |
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|
2017
Q2 | $528K | Buy |
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|
2017
Q1 | $523K | Hold |
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|
2016
Q4 | $505K | Sell |
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|
2016
Q3 | $548K | Buy |
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|
2016
Q2 | $173K | Buy |
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|
2016
Q1 | $154K | Buy |
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|
2015
Q4 | $149K | Buy |
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|
2015
Q3 | $141K | Buy |
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|
2015
Q2 | $53K | Buy |
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