Carson Wealth (CWM LLC)’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 | $917K | Sell |
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|
2025
Q2 | $1.53M | Buy |
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|
2025
Q1 | $860K | Sell |
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|
2024
Q4 | $866K | Buy |
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|
2024
Q3 | $631K | Buy |
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|
2024
Q2 | $513K | Buy |
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|
2024
Q1 | $387K | Buy |
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|
2023
Q4 | $276K | Sell |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $283K | Buy |
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|
2023
Q1 | $102K | Sell |
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|
2022
Q4 | $161K | Buy |
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|
2022
Q3 | $77K | Sell |
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|
2022
Q2 | $89K | Buy |
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|
2022
Q1 | $84K | Sell |
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|
2021
Q4 | $86K | Buy |
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|
2021
Q2 | $77K | Hold |
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|
2021
Q1 | $77K | Hold |
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|
2020
Q4 | $77K | Hold |
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|
2020
Q3 | $77K | Hold |
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|
2020
Q2 | $77K | Hold |
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|
2020
Q1 | $77K | Hold |
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|
2019
Q4 | $77K | Hold |
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|
2019
Q3 | $77K | Hold |
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|
2019
Q2 | $77K | Hold |
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|
2019
Q1 | $77K | Sell |
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|
2018
Q4 | $116K | Buy |
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|
2018
Q3 | $65K | Buy |
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|
2018
Q2 | $52K | Buy |
|