Bogart Wealth LLC’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 | $42.8K | Buy |
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|
2025
Q2 | $20.8K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $33.1K | Sell |
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|
2023
Q3 | $51.2K | Hold |
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|
2023
Q2 | $52.6K | Sell |
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|
2023
Q1 | $68.5K | Sell |
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|
2022
Q4 | $142K | Sell |
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|
2022
Q3 | $138K | Sell |
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|
2022
Q2 | $23.8M | Buy |
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|
2022
Q1 | $6K | Sell |
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|
2021
Q4 | $12K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $7K | Buy |
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|
2020
Q2 | $7K | Buy |
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|
2020
Q1 | $6K | Buy |
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