Builder Investment Group’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 | $628K | Buy |
25,587
+140
| +0.6% | +$3.44K | 0.16% | 65 |
|
|
2025
Q1 | $601K | Hold |
25,447
| – | – | 0.17% | 62 |
|
|
2024
Q4 | $603K | Sell |
25,447
-137
| -0.5% | -$3.24K | 0.16% | 62 |
|
|
2024
Q3 | $612K | Buy |
25,584
+96
| +0.4% | +$2.3K | 0.16% | 60 |
|
|
2024
Q2 | $569K | Sell |
25,488
-525
| -2% | -$11.7K | 0.16% | 62 |
|
|
2024
Q1 | $584K | Sell |
26,013
-408
| -2% | -$9.17K | 0.17% | 58 |
|
|
2023
Q4 | $546K | Hold |
26,421
| – | – | 0.2% | 57 |
|
|
2023
Q3 | $493K | Hold |
26,421
| – | – | 0.19% | 61 |
|
|
2023
Q2 | $507K | Buy |
26,421
+4,182
| +19% | +$80.3K | 0.2% | 59 |
|
|
2023
Q1 | $407K | Hold |
22,239
| – | – | 0.18% | 62 |
|
|
2022
Q4 | $396K | Buy |
+22,239
| New | +$396K | 0.19% | 61 |
|