Birchcreek Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $282K | Sell |
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|
2024
Q1 | $855K | Buy |
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|
2023
Q4 | $786K | Buy |
|
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|
2023
Q3 | $635K | Sell |
|
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|
2023
Q2 | $715K | Sell |
|
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|
2023
Q1 | $812K | Sell |
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|
2022
Q4 | $892K | Sell |
|
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|
2022
Q3 | $803K | Buy |
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|
2022
Q2 | $719K | Buy |
|
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|
2022
Q1 | $787K | Sell |
|
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|
2021
Q4 | $794K | Buy |
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|
2021
Q3 | $707K | Buy |
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|
2021
Q2 | $615K | Buy |
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|
2021
Q1 | $495K | Sell |
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|
2020
Q4 | $1.29M | Buy |
|