Brighton Jones LLC’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 | $216K | Buy |
+8,789
| New | +$216K | 0.01% | 843 |
|
2024
Q1 | – | Sell |
-9,828
| Closed | -$203K | – | 637 |
|
2023
Q4 | $203K | Buy |
+9,828
| New | +$203K | 0.01% | 543 |
|
2022
Q4 | – | Sell |
-15,711
| Closed | -$250K | – | 491 |
|
2022
Q3 | $250K | Buy |
15,711
+882
| +6% | +$14K | 0.01% | 369 |
|
2022
Q2 | $252K | Buy |
14,829
+72
| +0.5% | +$1.22K | 0.01% | 365 |
|
2022
Q1 | $288K | Buy |
14,757
+48
| +0.3% | +$937 | 0.01% | 369 |
|
2021
Q4 | $287K | Buy |
14,709
+69
| +0.5% | +$1.35K | 0.01% | 384 |
|
2021
Q3 | $263K | Sell |
14,640
-636
| -4% | -$11.4K | 0.01% | 387 |
|
2021
Q2 | $279K | Buy |
+15,276
| New | +$279K | 0.01% | 365 |
|