B. Riley Wealth 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
Q3 | – | Sell |
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|
2025
Q2 | $202K | Buy |
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|
2024
Q4 | $256K | Sell |
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|
2024
Q3 | $259K | Sell |
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|
2024
Q2 | $256K | Sell |
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|
2024
Q1 | $762K | Buy |
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|
2023
Q4 | $755K | Sell |
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|
2023
Q3 | $762K | Buy |
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|
2023
Q2 | $755K | Sell |
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|
2023
Q1 | $743K | Sell |
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|
2022
Q4 | $767K | Buy |
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|
2022
Q3 | $495K | Sell |
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|
2022
Q2 | $551K | Sell |
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|
2022
Q1 | $12.1M | Buy |
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|
2021
Q4 | $4.99M | Buy |
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|
2021
Q3 | $398K | Buy |
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|
2021
Q2 | $321K | Hold |
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|
2021
Q1 | $304K | Buy |
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