Buckingham Strategic Wealth’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $680K | Sell |
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|
2024
Q1 | $792K | Buy |
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|
2023
Q4 | $483K | Sell |
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|
2023
Q3 | $644K | Buy |
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|
2023
Q2 | $621K | Sell |
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|
2023
Q1 | $600K | Hold |
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|
2022
Q4 | $600K | Buy |
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|
2022
Q3 | $521K | Sell |
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|
2022
Q2 | $593K | Buy |
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|
2022
Q1 | $413K | Buy |
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|
2021
Q4 | $320K | Sell |
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|
2021
Q3 | $322K | Sell |
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|
2021
Q2 | $457K | Buy |
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|
2021
Q1 | $309K | Buy |
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|
2020
Q4 | $207K | Buy |
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