Channel Wealth’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 | $760K | Buy |
30,950
+4
| +0% | +$98 | 0.21% | 73 |
|
2025
Q1 | $731K | Buy |
30,946
+4
| +0% | +$94 | 0.23% | 77 |
|
2024
Q4 | $733K | Buy |
30,942
+3
| +0% | +$71 | 0.24% | 77 |
|
2024
Q3 | $740K | Buy |
30,939
+9
| +0% | +$215 | 0.24% | 74 |
|
2024
Q2 | $691K | Buy |
30,930
+930
| +3% | +$20.8K | 0.25% | 75 |
|
2024
Q1 | $674K | Sell |
30,000
-1,056
| -3% | -$23.7K | 0.27% | 74 |
|
2023
Q4 | $641K | Buy |
+31,056
| New | +$641K | 0.3% | 77 |
|