Cerity Partners’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 | $14.2M | Sell |
|
|||||
|
2025
Q2 | $13.7M | Sell |
|
|||||
|
2025
Q1 | $14M | Buy |
|
|||||
|
2024
Q4 | $14M | Buy |
|
|||||
|
2024
Q3 | $11M | Sell |
|
|||||
|
2024
Q2 | $10.8M | Buy |
|
|||||
|
2024
Q1 | $10M | Sell |
|
|||||
|
2023
Q4 | $10.6M | Buy |
|
|||||
|
2023
Q3 | $1.76M | Sell |
|
|||||
|
2023
Q2 | $10.7M | Buy |
|
|||||
|
2023
Q1 | $8.74M | Buy |
|
|||||
|
2022
Q4 | $6.84M | Buy |
|
|||||
|
2022
Q3 | $616K | Buy |
|
|||||
|
2022
Q2 | $437K | Buy |
|
|||||
|
2022
Q1 | $262K | Buy |
|