Cidel Asset 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
Q2 | $5.66M | Sell |
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|
2025
Q1 | $6.24M | Buy |
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|
2024
Q4 | $6.17M | Hold |
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|
2024
Q3 | $6.23M | Buy |
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|
2024
Q2 | $5.68M | Hold |
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|
2024
Q1 | $5.72M | Sell |
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|
2023
Q4 | $5.31M | Buy |
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|
2023
Q3 | $4.75M | Buy |
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|
2023
Q2 | $4.81M | Sell |
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|
2023
Q1 | $4.61M | Hold |
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|
2022
Q4 | $4.49M | Buy |
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|
2022
Q3 | $2.31M | Sell |
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|
2022
Q2 | $2.53M | Sell |
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|
2022
Q1 | $3.02M | Sell |
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|
2021
Q4 | $3.1M | Buy |
|