AssetMark Inc’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 | $377K | Buy |
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|
2025
Q1 | $98.2K | Buy |
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|
2024
Q4 | $89.2K | Buy |
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|
2024
Q3 | $32.8K | Buy |
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|
2024
Q2 | $23.5K | Buy |
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|
2024
Q1 | $10.2K | Sell |
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|
2023
Q4 | $225K | Buy |
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|
2023
Q3 | $2.63K | Buy |
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|
2023
Q2 | $173 | Sell |
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|
2023
Q1 | $4.78K | Sell |
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|
2022
Q4 | $7.64K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $0 | Sell |
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|
2022
Q1 | $8K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $0 | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $0 | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $10.5M | Sell |
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|
2017
Q3 | $10.6M | Buy |
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|
2017
Q2 | $9.85M | Buy |
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|
2017
Q1 | $7.91M | Buy |
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|
2016
Q4 | $6.25M | Buy |
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|
2016
Q3 | $5.56M | Buy |
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