Betterment LLC’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 | $712K | Buy |
28,997
+15,560
| +116% | +$382K | ﹤0.01% | 310 |
|
|
2025
Q1 | $317K | Sell |
13,437
-1,466
| -10% | -$34.6K | ﹤0.01% | 397 |
|
|
2024
Q4 | $353K | Sell |
14,903
-406
| -3% | -$9.62K | ﹤0.01% | 363 |
|
|
2024
Q3 | $366K | Sell |
15,309
-552
| -3% | -$13.2K | ﹤0.01% | 343 |
|
|
2024
Q2 | $354K | Sell |
15,861
-7,353
| -32% | -$164K | ﹤0.01% | 325 |
|
|
2024
Q1 | $521K | Buy |
23,214
+4,704
| +25% | +$106K | ﹤0.01% | 257 |
|
|
2023
Q4 | $382K | Sell |
18,510
-366
| -2% | -$7.55K | ﹤0.01% | 253 |
|
|
2023
Q3 | $352K | Buy |
+18,876
| New | +$352K | ﹤0.01% | 248 |
|