CPA
Clear Point Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $973K | Sell |
39,649
-20,509
| -34% | -$503K | 0.82% | 34 |
|
|
2025
Q1 | $1.42M | Sell |
60,158
-2,563
| -4% | -$60.5K | 1.28% | 18 |
|
|
2024
Q4 | $1.49M | Buy |
62,721
+42,003
| +203% | +$995K | 1.27% | 19 |
|
|
2024
Q3 | $1.49M | Buy |
20,718
+742
| +4% | +$53.2K | 1.15% | 19 |
|
|
2024
Q2 | $1.34M | Buy |
19,976
+202
| +1% | +$13.5K | 1.1% | 19 |
|
|
2024
Q1 | $1.33M | Buy |
19,774
+883
| +5% | +$59.5K | 1.1% | 18 |
|
|
2023
Q4 | $1.17M | Buy |
+18,891
| New | +$1.17M | 1.03% | 21 |
|