BOS Asset Management’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 | $206K | Buy |
+8,382
| New | +$206K | 0.07% | 170 |
|
|
2024
Q4 | – | Sell |
-8,382
| Closed | -$200K | – | 165 |
|
|
2024
Q3 | $200K | Buy |
+8,382
| New | +$200K | 0.07% | 165 |
|
|
2024
Q2 | – | Sell |
-9,333
| Closed | -$210K | – | 160 |
|
|
2024
Q1 | $210K | Sell |
9,333
-22,629
| -71% | -$508K | 0.11% | 145 |
|
|
2023
Q4 | $660K | Buy |
+31,962
| New | +$660K | 0.45% | 53 |
|