Curtis Advisory Group’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 | $278K | Sell |
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|
2025
Q2 | $274K | Sell |
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|
2025
Q1 | $451K | Sell |
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|
2024
Q4 | $620K | Buy |
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|
2024
Q3 | $584K | Sell |
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|
2024
Q2 | $556K | Sell |
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|
2024
Q1 | $581K | Sell |
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|
2023
Q4 | $581K | Sell |
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|
2023
Q3 | $538K | Buy |
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|
2023
Q2 | $553K | Buy |
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|
2023
Q1 | $493K | Sell |
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|
2022
Q4 | $481K | Buy |
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|
2022
Q3 | $406K | Sell |
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|
2022
Q2 | $450K | Buy |
|