Avidian Wealth Enterprises’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 | $4.58M | Sell |
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|
2025
Q1 | $4.87M | Buy |
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|
2024
Q4 | $4.86M | Buy |
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|
2024
Q3 | $4.8M | Buy |
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|
2024
Q2 | $4.47M | Buy |
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|
2024
Q1 | $4.24M | Buy |
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|
2023
Q4 | $3.76M | Buy |
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|
2023
Q3 | $3.32M | Buy |
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|
2023
Q2 | $3.29M | Buy |
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|
2023
Q1 | $2.86M | Buy |
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|
2022
Q4 | $2.57M | Buy |
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|
2022
Q3 | $2.29M | Sell |
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|
2022
Q2 | $2.64M | Sell |
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|
2022
Q1 | $3.08M | Sell |
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|
2021
Q4 | $3.23M | Buy |
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