Boyce & Associates Wealth Consulting’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 | $4.47M | Buy |
181,711
+169,249
| +1,358% | +$4.16M | 4.08% | 6 |
|
|
2025
Q1 | $294K | Buy |
12,462
+2,100
| +20% | +$49.6K | 0.29% | 53 |
|
|
2024
Q4 | $245K | Hold |
10,362
| – | – | 0.25% | 63 |
|
|
2024
Q3 | $248K | Hold |
10,362
| – | – | 0.26% | 63 |
|
|
2024
Q2 | $231K | Sell |
10,362
-249
| -2% | -$5.56K | 0.27% | 62 |
|
|
2024
Q1 | $238K | Buy |
+10,611
| New | +$238K | 0.31% | 52 |
|