Collective Family Office’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
Q3 | $7.33M | Buy |
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|
2025
Q2 | $6.7M | Buy |
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|
2025
Q1 | $5.24M | Sell |
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|
2024
Q4 | $5.28M | Buy |
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|
2024
Q3 | $4.84M | Buy |
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|
2024
Q2 | $4.43M | Buy |
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|
2024
Q1 | $4.19M | Sell |
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|
2023
Q4 | $4.3M | Sell |
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|
2023
Q3 | $4.13M | Sell |
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|
2023
Q2 | $4.39M | Sell |
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|
2023
Q1 | $4.55M | Buy |
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|
2022
Q4 | $3.62M | Sell |
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|
2022
Q3 | $3.89M | Buy |
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|
2022
Q2 | $403K | Buy |
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|
2022
Q1 | $440K | Buy |
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|
2021
Q4 | $240K | Buy |
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