CIBC Private Wealth 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
Q2 | $1.84M | Sell |
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|
2025
Q1 | $1.94M | Sell |
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|
2024
Q4 | $2.26M | Buy |
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|
2024
Q3 | $2.2M | Buy |
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|
2024
Q2 | $1.95M | Sell |
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|
2024
Q1 | $2.05M | Buy |
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|
2023
Q4 | $1.8M | Buy |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $2.27M | Buy |
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|
2022
Q4 | $538K | Buy |
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|
2022
Q3 | $1.06M | Sell |
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $1.85M | Sell |
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|
2021
Q4 | $1.99M | Buy |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $1M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $237K | Buy |
|