Chicago Partners Investment Group’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 | $1.56M | Buy |
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|
2025
Q2 | $1.32M | Buy |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1.23M | Sell |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $984K | Buy |
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|
2023
Q4 | $563K | Buy |
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|
2023
Q3 | $398K | Buy |
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|
2023
Q2 | $420K | Buy |
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|
2023
Q1 | $333K | Hold |
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|
2022
Q4 | $344K | Buy |
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|
2022
Q3 | $217K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $318K | Buy |
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|
2021
Q2 | $257K | Buy |
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|
2021
Q1 | $248K | Hold |
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|
2020
Q4 | $220K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $36K | Hold |
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|
2018
Q2 | $37K | Hold |
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|
2018
Q1 | $36K | Hold |
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|
2017
Q4 | $37K | Hold |
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|
2017
Q3 | $35K | Buy |
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