Boston Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.43M | Sell |
60,363
-681
| -1% | -$16.1K | 0.04% | 170 |
|
|
2024
Q3 | $1.46M | Buy |
61,044
+681
| +1% | +$16.3K | 0.04% | 167 |
|
|
2024
Q2 | $1.35M | Sell |
60,363
-75
| -0.1% | -$1.68K | 0.04% | 168 |
|
|
2024
Q1 | $1.36M | Buy |
60,438
+75
| +0.1% | +$1.69K | 0.04% | 170 |
|
|
2023
Q4 | $1.25M | Hold |
60,363
| – | – | 0.04% | 174 |
|
|
2023
Q3 | $1.13M | Hold |
60,363
| – | – | 0.04% | 167 |
|
|
2023
Q2 | $1.16M | Hold |
60,363
| – | – | 0.04% | 174 |
|
|
2023
Q1 | $1.11M | Hold |
60,363
| – | – | 0.04% | 169 |
|
|
2022
Q4 | $1.08M | Buy |
+60,363
| New | +$1.08M | 0.04% | 172 |
|