Colonial Trust’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
$784K Buy
2025
Q2
$384K Hold
2025
Q1
$369K Buy
2024
Q4
$3.84K Hold
2024
Q3
$3.88K Hold
2024
Q2
$3.62K Buy
2024
Q1
$2.29K Hold
2023
Q4
$2.11K Buy