Beacon Pointe 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
Q2 | $2.05M | Buy |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $414K | Buy |
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|
2024
Q2 | $386K | Sell |
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|
2024
Q1 | $420K | Buy |
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|
2023
Q4 | $317K | Sell |
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|
2023
Q3 | $561K | Buy |
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|
2023
Q2 | $534K | Buy |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $290K | Sell |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $652K | Buy |
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|
2021
Q4 | $309K | Buy |
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|
2021
Q3 | $276K | Buy |
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