Chilton Capital Management’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 | $614K | Buy |
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|
2025
Q2 | $553K | Sell |
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|
2025
Q1 | $572K | Sell |
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|
2024
Q4 | $763K | Sell |
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|
2024
Q3 | $789K | Sell |
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|
2024
Q2 | $743K | Sell |
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|
2024
Q1 | $811K | Sell |
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|
2023
Q4 | $782K | Sell |
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|
2023
Q3 | $721K | Buy |
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|
2023
Q2 | $685K | Sell |
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|
2023
Q1 | $678K | Buy |
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|
2022
Q4 | $586K | Buy |
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|
2022
Q3 | $520K | Buy |
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|
2022
Q2 | $551K | Buy |
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|
2022
Q1 | $615K | Buy |
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|
2021
Q4 | $555K | Buy |
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|
2021
Q3 | $493K | Sell |
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|
2021
Q2 | $514K | Buy |
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|
2021
Q1 | $231K | Sell |
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|
2020
Q4 | $226K | Buy |
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