Berkshire Money 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 | – | Sell |
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|
2025
Q2 | $51.8K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $538K | Sell |
|
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|
2023
Q4 | $657K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $628K | Sell |
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|
2022
Q3 | $1.11M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $343K | Buy |
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|
2020
Q1 | $279K | Buy |
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|
2019
Q4 | $345K | Buy |
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|
2019
Q3 | $310K | Sell |
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|
2019
Q2 | $360K | Buy |
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|
2019
Q1 | $336K | Buy |
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|
2018
Q4 | $281K | Buy |
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|
2018
Q3 | $250K | Buy |
|