Balasa Dinverno & Foltz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $325K | Hold |
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|
2022
Q2 | $346K | Hold |
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|
2022
Q1 | $398K | Hold |
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|
2021
Q4 | $398K | Hold |
|
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|
2021
Q3 | $367K | Hold |
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|
2021
Q2 | $372K | Hold |
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|
2021
Q1 | $351K | Hold |
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|
2020
Q4 | $308K | Hold |
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|
2020
Q3 | $263K | Hold |
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|
2020
Q2 | $250K | Sell |
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|
2020
Q1 | $385K | Hold |
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|
2019
Q4 | $524K | Hold |
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|
2019
Q3 | $486K | Buy |
|