Coastwise Capital Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
12,469
+45
| +0.4% | +$1.1K | 0.24% | 89 |
|
|
2025
Q1 | $293K | Buy |
12,424
+46
| +0.4% | +$1.09K | 0.25% | 94 |
|
|
2024
Q4 | $293K | Buy |
12,378
+2,646
| +27% | +$62.7K | 0.23% | 98 |
|
|
2024
Q3 | $233K | Buy |
9,732
+66
| +0.7% | +$1.58K | 0.19% | 116 |
|
|
2024
Q2 | $216K | Hold |
9,666
| – | – | 0.21% | 105 |
|
|
2024
Q1 | $217K | Buy |
+9,666
| New | +$217K | 0.2% | 114 |
|