Center for Financial Planning’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 | – | Sell |
-131
| Closed | -$3.09K | – | 676 |
|
|
2025
Q1 | $3.09K | Buy |
+131
| New | +$3.09K | ﹤0.01% | 563 |
|
|
2023
Q3 | – | Sell |
-21
| Closed | -$403 | – | 537 |
|
|
2023
Q2 | $403 | Hold |
21
| – | – | ﹤0.01% | 544 |
|
|
2023
Q1 | $385 | Hold |
21
| – | – | ﹤0.01% | 507 |
|
|
2022
Q4 | $374 | Sell |
21
-360
| -94% | -$6.41K | ﹤0.01% | 515 |
|
|
2022
Q3 | $6K | Buy |
381
+360
| +1,714% | +$5.67K | ﹤0.01% | 405 |
|
|
2022
Q2 | $0 | Hold |
21
| – | – | ﹤0.01% | 545 |
|
|
2022
Q1 | $0 | Buy |
+21
| New | – | ﹤0.01% | 553 |
|
|
2020
Q2 | – | Sell |
-2,778
| Closed | -$29K | – | 496 |
|
|
2020
Q1 | $29K | Hold |
2,778
| – | – | 0.01% | 220 |
|
|
2019
Q4 | $40K | Buy |
+2,778
| New | +$40K | 0.01% | 206 |
|