Bristlecone Advisors’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 | $19.5K | Buy |
794
+3
| +0.4% | +$74 | ﹤0.01% | 274 |
|
|
2025
Q1 | $18.7K | Buy |
791
+4
| +0.5% | +$94 | ﹤0.01% | 337 |
|
|
2024
Q4 | $18.6K | Buy |
787
+4
| +0.5% | +$95 | ﹤0.01% | 334 |
|
|
2024
Q3 | $18.8K | Buy |
+783
| New | +$18.8K | ﹤0.01% | 341 |
|
|
2023
Q2 | – | Sell |
-7,407
| Closed | -$136K | – | 294 |
|
|
2023
Q1 | $136K | Buy |
+7,407
| New | +$136K | 0.01% | 269 |
|