Buckingham Strategic Wealth’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
Q2 | $680K | Sell |
30,441
-4,800
| -14% | -$107K | 0.01% | 405 |
|
|
2024
Q1 | $792K | Buy |
35,241
+11,847
| +51% | +$266K | 0.01% | 376 |
|
|
2023
Q4 | $483K | Sell |
23,394
-11,112
| -32% | -$229K | 0.01% | 449 |
|
|
2023
Q3 | $644K | Buy |
34,506
+2,166
| +7% | +$40.4K | 0.01% | 364 |
|
|
2023
Q2 | $621K | Sell |
32,340
-1,338
| -4% | -$25.7K | 0.01% | 377 |
|
|
2023
Q1 | $600K | Hold |
33,678
| – | – | 0.01% | 344 |
|
|
2022
Q4 | $600K | Buy |
33,678
+921
| +3% | +$16.4K | 0.01% | 346 |
|
|
2022
Q3 | $521K | Sell |
32,757
-2,190
| -6% | -$34.8K | 0.01% | 361 |
|
|
2022
Q2 | $593K | Buy |
34,947
+13,767
| +65% | +$234K | 0.01% | 335 |
|
|
2022
Q1 | $413K | Buy |
21,180
+4,779
| +29% | +$93.2K | 0.01% | 402 |
|
|
2021
Q4 | $320K | Sell |
16,401
-1,485
| -8% | -$29K | 0.01% | 461 |
|
|
2021
Q3 | $322K | Sell |
17,886
-7,146
| -29% | -$129K | 0.01% | 451 |
|
|
2021
Q2 | $457K | Buy |
25,032
+7,083
| +39% | +$129K | 0.01% | 382 |
|
|
2021
Q1 | $309K | Buy |
17,949
+4,260
| +31% | +$73.3K | 0.02% | 432 |
|
|
2020
Q4 | $207K | Buy |
+13,689
| New | +$207K | 0.01% | 501 |
|