CWA
Clearview Wealth 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 | $3.19M | Buy |
130,166
+1,637
| +1% | +$40.2K | 2.23% | 11 |
|
|
2025
Q1 | $3.03M | Sell |
128,529
-58
| -0% | -$1.37K | 2.27% | 11 |
|
|
2024
Q4 | $3.04M | Buy |
128,587
+86,741
| +207% | +$2.05M | 2.31% | 9 |
|
|
2024
Q3 | $3M | Buy |
41,846
+4,350
| +12% | +$312K | 2.31% | 9 |
|
|
2024
Q2 | $2.51M | Buy |
+37,496
| New | +$2.51M | 2.19% | 9 |
|