Atlas Capital 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 | $2.8K | Hold |
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|
2025
Q1 | $2.69K | Hold |
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2024
Q4 | $2.7K | Hold |
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|
2024
Q3 | $2.73K | Hold |
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|
2024
Q2 | $2.55K | Hold |
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|
2024
Q1 | $2.56K | Hold |
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|
2023
Q4 | $2.35K | Hold |
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|
2023
Q3 | $2.13K | Hold |
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|
2023
Q2 | $2.19K | Hold |
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|
2023
Q1 | $2.09K | Hold |
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|
2022
Q4 | $2.03K | Hold |
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|
2022
Q3 | $1.81K | Hold |
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|
2022
Q2 | $1.93K | Hold |
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|
2022
Q1 | $2.22K | Hold |
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|
2021
Q4 | $2.23K | Hold |
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|
2021
Q3 | $2.05K | Hold |
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|
2021
Q2 | $2.08K | Hold |
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|
2021
Q1 | $1.96K | Hold |
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|
2020
Q4 | $1.72K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $848 | Sell |
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|
2020
Q1 | $34.7K | Hold |
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|
2019
Q4 | $47.3K | Sell |
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|
2019
Q3 | $44.3K | Sell |
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|
2019
Q2 | $44.1K | Buy |
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