BFSG 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 | $295 | Hold |
12
| – | – | ﹤0.01% | 656 |
|
|
2025
Q1 | $284 | Hold |
12
| – | – | ﹤0.01% | 657 |
|
|
2024
Q4 | $285 | Hold |
12
| – | – | ﹤0.01% | 655 |
|
|
2024
Q3 | $288 | Sell |
12
-480
| -98% | -$11.5K | ﹤0.01% | 626 |
|
|
2024
Q2 | $11K | Sell |
492
-165
| -25% | -$3.68K | ﹤0.01% | 471 |
|
|
2024
Q1 | $14.8K | Buy |
+657
| New | +$14.8K | ﹤0.01% | 455 |
|