BCS Wealth Management’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 | $3.58M | Buy |
|
|||||
|
2025
Q1 | $2.53M | Buy |
|
|||||
|
2024
Q4 | $2.32M | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $1.85M | Buy |
|
|||||
|
2023
Q4 | $1.62M | Buy |
|
|||||
|
2023
Q3 | $1.43M | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $1.25M | Buy |
|
|||||
|
2022
Q4 | $1.17M | Buy |
|
|||||
|
2022
Q3 | $997K | Buy |
|
|||||
|
2022
Q2 | $856K | Buy |
|
|||||
|
2022
Q1 | $972K | Sell |
|
|||||
|
2021
Q4 | $987K | Buy |
|
|||||
|
2021
Q3 | $868K | Buy |
|
|||||
|
2021
Q2 | $834K | Buy |
|
|||||
|
2021
Q1 | $770K | Buy |
|
|||||
|
2020
Q4 | $671K | Buy |
|
|||||
|
2020
Q3 | $572K | Buy |
|
|||||
|
2020
Q2 | $513K | Buy |
|
|||||
|
2020
Q1 | $360K | Buy |
|