Avant Capital’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.43M | Buy |
221,351
+2,041
| +0.9% | +$50.1K | 4.21% | 8 |
|
|
2025
Q1 | $5.18M | Buy |
219,310
+4,483
| +2% | +$106K | 4.31% | 7 |
|
|
2024
Q4 | $5.09M | Buy |
+214,827
| New | +$5.09M | 4.22% | 7 |
|
|
2023
Q3 | $3.82M | Buy |
204,597
+2,739
| +1% | +$51.1K | 4.36% | 6 |
|
|
2023
Q2 | $3.87M | Buy |
201,858
+4,203
| +2% | +$80.7K | 4.28% | 6 |
|
|
2023
Q1 | $3.62M | Buy |
197,655
+15,012
| +8% | +$275K | 4.18% | 7 |
|
|
2022
Q4 | $3.25M | Sell |
182,643
-3,489
| -2% | -$62.2K | 3.99% | 7 |
|
|
2022
Q3 | $2.96M | Buy |
186,132
+6,108
| +3% | +$97.2K | 4% | 7 |
|
|
2022
Q2 | $3.05M | Sell |
180,024
-294
| -0.2% | -$4.99K | 3.95% | 7 |
|
|
2022
Q1 | $3.52M | Buy |
180,318
+681
| +0.4% | +$13.3K | 3.93% | 7 |
|
|
2021
Q4 | $3.51M | Buy |
+179,637
| New | +$3.51M | 3.85% | 6 |
|