BMM
Berkshire Money Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.8K | Buy |
+2,112
| New | +$51.8K | 0.01% | 131 |
|
|
2024
Q2 | – | Sell |
-7,989
| Closed | -$538K | – | 49 |
|
|
2024
Q1 | $538K | Sell |
7,989
-2,615
| -25% | -$176K | 0.07% | 45 |
|
|
2023
Q4 | $657K | Buy |
+10,604
| New | +$657K | 0.09% | 35 |
|
|
2023
Q1 | – | Sell |
-11,760
| Closed | -$628K | – | 46 |
|
|
2022
Q4 | $628K | Sell |
11,760
-11,467
| -49% | -$613K | 0.1% | 40 |
|
|
2022
Q3 | $1.11M | Buy |
+23,227
| New | +$1.11M | 0.19% | 34 |
|
|
2020
Q3 | – | Sell |
-9,324
| Closed | -$343K | – | 33 |
|
|
2020
Q2 | $343K | Buy |
9,324
+430
| +5% | +$15.8K | 0.08% | 37 |
|
|
2020
Q1 | $279K | Buy |
8,894
+809
| +10% | +$25.4K | 0.07% | 36 |
|
|
2019
Q4 | $345K | Buy |
8,085
+238
| +3% | +$10.2K | 0.07% | 30 |
|
|
2019
Q3 | $310K | Sell |
7,847
-1,353
| -15% | -$53.5K | 0.06% | 30 |
|
|
2019
Q2 | $360K | Buy |
9,200
+353
| +4% | +$13.8K | 0.08% | 29 |
|
|
2019
Q1 | $336K | Buy |
8,847
+565
| +7% | +$21.5K | 0.07% | 25 |
|
|
2018
Q4 | $281K | Buy |
8,282
+1,987
| +32% | +$67.4K | 0.07% | 27 |
|
|
2018
Q3 | $250K | Buy |
+6,295
| New | +$250K | 0.06% | 24 |
|