Capital Advisors Inc’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
Q3
$520K Buy
2025
Q2
$352K Sell
2025
Q1
$509K Sell
2024
Q4
$644K Sell
2024
Q3
$698K Buy
2024
Q2
$565K Sell
2024
Q1
$637K Buy
2023
Q4
$215K Sell
2023
Q3
$205K Sell
2023
Q2
$228K Buy