Crewe Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Buy |
6,785
+2,525
| +59% | +$62K | 0.02% | 176 |
|
|
2025
Q1 | $101K | Hold |
4,260
| – | – | 0.01% | 201 |
|
|
2024
Q4 | $101K | Hold |
4,260
| – | – | 0.01% | 207 |
|
|
2024
Q3 | $102K | Hold |
4,260
| – | – | 0.01% | 226 |
|
|
2024
Q2 | $95.1K | Hold |
4,260
| – | – | 0.01% | 278 |
|
|
2024
Q1 | $95.7K | Hold |
4,260
| – | – | 0.01% | 281 |
|
|
2023
Q4 | $88K | Buy |
+4,260
| New | +$88K | 0.01% | 104 |
|