Berger Financial Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
50,431
+16
| +0% | +$393 | 0.08% | 170 |
|
|
2025
Q1 | $1.19M | Buy |
50,415
+292
| +0.6% | +$6.89K | 0.08% | 168 |
|
|
2024
Q4 | $1.19M | Sell |
50,123
-7,549
| -13% | -$179K | 0.08% | 161 |
|
|
2024
Q3 | $1.38M | Hold |
57,672
| – | – | 0.1% | 142 |
|
|
2024
Q2 | $1.29M | Sell |
57,672
-18,252
| -24% | -$407K | 0.1% | 137 |
|
|
2024
Q1 | $1.71M | Buy |
+75,924
| New | +$1.71M | 0.14% | 118 |
|