Capital Investment 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
Q3
$941K Buy
2025
Q2
$756K Sell
2025
Q1
$732K Buy
2024
Q4
$543K Buy
2024
Q3
$437K Sell
2024
Q2
$506K Buy
2024
Q1
$476K Buy
2023
Q4
$402K Buy
2023
Q3
$246K Sell
2023
Q2
$279K Buy