Cahill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Sell |
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|
2025
Q1 | $15.6M | Sell |
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|
2024
Q4 | $23.1M | Buy |
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|
2024
Q3 | $23M | Sell |
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|
2024
Q2 | $25.4M | Buy |
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|
2024
Q1 | $25M | Sell |
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|
2023
Q4 | $23.8M | Buy |
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|
2023
Q3 | $20.1M | Buy |
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|
2023
Q2 | $19.6M | Buy |
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|
2023
Q1 | $16.3M | Buy |
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|
2022
Q4 | $14.3M | Buy |
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|
2022
Q3 | $7.22M | Buy |
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|
2022
Q2 | $5.32M | Buy |
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|
2022
Q1 | $4.8M | Buy |
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|
2021
Q4 | $4.56M | Buy |
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|
2021
Q3 | $3.61M | Buy |
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|
2021
Q2 | $3.42M | Buy |
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|
2021
Q1 | $1.87M | Buy |
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|
2020
Q4 | $1.13M | Buy |
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|
2020
Q3 | $873K | Buy |
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|
2020
Q2 | $682K | Sell |
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|
2020
Q1 | $927K | Buy |
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|
2019
Q4 | $1.24M | Sell |
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|
2019
Q3 | $1.17M | Sell |
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|
2019
Q2 | $1.29M | Buy |
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|
2019
Q1 | $1.15M | Buy |
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|
2018
Q4 | $617K | Buy |
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|
2018
Q3 | $637K | Buy |
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|
2018
Q2 | $519K | Buy |
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|
2018
Q1 | $501K | Sell |
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|
2017
Q4 | $643K | Sell |
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|
2017
Q3 | $612K | Buy |
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|
2017
Q2 | $574K | Buy |
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|
2017
Q1 | $523K | Buy |
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|
2016
Q4 | $489K | Buy |
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|
2016
Q3 | $392K | Buy |
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|
2016
Q2 | $271K | Buy |
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