Cresset Asset Management’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 | $282K | Hold |
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|
2025
Q1 | $272K | Sell |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $2.23M | Sell |
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|
2024
Q2 | $2.73M | Sell |
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|
2024
Q1 | $2.74M | Buy |
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|
2023
Q4 | $1.64M | Buy |
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|
2023
Q3 | $1.45M | Buy |
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|
2023
Q2 | $1.49M | Buy |
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|
2023
Q1 | $685K | Hold |
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|
2022
Q4 | $512K | Hold |
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|
2022
Q3 | $596K | Sell |
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|
2022
Q2 | $677K | Buy |
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|
2022
Q1 | $560K | Hold |
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|
2021
Q4 | $561K | Sell |
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|
2021
Q3 | $530K | Buy |
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