Capital Investment Advisors’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 | $756K | Sell |
30,792
-232
| -0.7% | -$5.69K | 0.01% | 374 |
|
|
2025
Q1 | $732K | Buy |
31,024
+8,096
| +35% | +$191K | 0.01% | 369 |
|
|
2024
Q4 | $543K | Buy |
22,928
+4,667
| +26% | +$111K | 0.01% | 403 |
|
|
2024
Q3 | $437K | Sell |
18,261
-4,398
| -19% | -$105K | 0.01% | 432 |
|
|
2024
Q2 | $506K | Buy |
22,659
+1,449
| +7% | +$32.4K | 0.01% | 395 |
|
|
2024
Q1 | $476K | Buy |
21,210
+1,716
| +9% | +$38.5K | 0.01% | 402 |
|
|
2023
Q4 | $402K | Buy |
19,494
+6,297
| +48% | +$130K | 0.01% | 423 |
|
|
2023
Q3 | $246K | Sell |
13,197
-1,353
| -9% | -$25.2K | 0.01% | 506 |
|
|
2023
Q2 | $279K | Buy |
+14,550
| New | +$279K | 0.01% | 442 |
|