Consolidated Planning Corp’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
Q2 | $20.3M | Sell |
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|
2025
Q1 | $20.3M | Buy |
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|
2024
Q4 | $20M | Buy |
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|
2024
Q3 | $14.3M | Buy |
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|
2024
Q2 | $13.3M | Buy |
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|
2024
Q1 | $13.4M | Buy |
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|
2023
Q4 | $12.2M | Buy |
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|
2023
Q3 | $10.7M | Buy |
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|
2023
Q2 | $10.4M | Buy |
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|
2023
Q1 | $9.13M | Sell |
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|
2022
Q4 | $9M | Sell |
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|
2022
Q3 | $8.1M | Sell |
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|
2022
Q2 | $8.66M | Sell |
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|
2022
Q1 | $10.1M | Sell |
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|
2021
Q4 | $10.4M | Buy |
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|
2021
Q3 | $9.41M | Buy |
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|
2021
Q2 | $8.95M | Buy |
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|
2021
Q1 | $8.37M | Buy |
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|
2020
Q4 | $7.2M | Sell |
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|
2020
Q3 | $6.2M | Sell |
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|
2020
Q2 | $5.93M | Sell |
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|
2020
Q1 | $5.32M | Buy |
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|
2019
Q4 | $6.9M | Buy |
|