Certified Advisory Corp’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 | $21.3M | Buy |
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|
2025
Q2 | $19.5M | Buy |
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|
2025
Q1 | $17.6M | Buy |
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|
2024
Q4 | $17M | Buy |
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|
2024
Q3 | $15.1M | Buy |
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|
2024
Q2 | $11.8M | Buy |
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|
2024
Q1 | $7.34M | Buy |
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|
2023
Q4 | $5.64M | Buy |
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|
2023
Q3 | $4.65M | Buy |
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|
2023
Q2 | $3.85M | Buy |
|
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|
2023
Q1 | $3.29M | Sell |
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|
2022
Q4 | $3.53M | Buy |
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|
2022
Q3 | $3.05M | Buy |
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|
2022
Q2 | $2.87M | Buy |
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|
2022
Q1 | $1.74M | Buy |
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|
2021
Q4 | $1.46M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $552K | Buy |
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|
2021
Q1 | $322K | Buy |
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|
2020
Q2 | $15K | Buy |
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|
2020
Q1 | $13K | Buy |
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|
2019
Q4 | $3K | Buy |
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