Bellevue Asset 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
Q3 | $58.8K | Sell |
|
|||||
|
2025
Q2 | $58.2K | Buy |
|
|||||
|
2025
Q1 | $55.9K | Hold |
|
|||||
|
2024
Q4 | $56.1K | Buy |
|
|||||
|
2024
Q3 | $17.5K | Buy |
|
|||||
|
2024
Q2 | $16.3K | Sell |
|
|||||
|
2024
Q1 | $25.9K | Buy |
|
|||||
|
2023
Q4 | $23.7K | Hold |
|
|||||
|
2023
Q3 | $21.4K | Hold |
|
|||||
|
2023
Q2 | $22K | Hold |
|
|||||
|
2023
Q1 | $21K | Hold |
|
|||||
|
2022
Q4 | $20.3K | Hold |
|
|||||
|
2022
Q3 | $19K | Hold |
|
|||||
|
2022
Q2 | $20K | Hold |
|
|||||
|
2022
Q1 | $23K | Sell |
|
|||||
|
2021
Q4 | $108K | Sell |
|
|||||
|
2021
Q3 | $103K | Hold |
|
|||||
|
2021
Q2 | $104K | Sell |
|
|||||
|
2021
Q1 | $158K | Sell |
|
|||||
|
2020
Q4 | $147K | Sell |
|
|||||
|
2020
Q3 | $170K | Sell |
|
|||||
|
2020
Q2 | $1.71M | Sell |
|
|||||
|
2020
Q1 | $1.64M | Sell |
|
|||||
|
2019
Q4 | $2.19M | Buy |
|