COWA LLC’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 | $5.38M | Buy |
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|
2025
Q1 | $4.6M | Buy |
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|
2024
Q4 | $4.37M | Sell |
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|
2024
Q3 | $4.89M | Buy |
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|
2024
Q2 | $2.36M | Sell |
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|
2024
Q1 | $2.98M | Sell |
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|
2023
Q4 | $2.83M | Buy |
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|
2023
Q3 | $2.52M | Sell |
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|
2023
Q2 | $4.19M | Buy |
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|
2023
Q1 | $2.41M | Sell |
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|
2022
Q4 | $4.39M | Sell |
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|
2022
Q3 | $4.07M | Buy |
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|
2022
Q2 | $2.59M | Buy |
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|
2022
Q1 | $2.1M | Buy |
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|
2021
Q4 | $677K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $43K | Buy |
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|
2020
Q4 | $38K | Buy |
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