Dechtman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $710K | Buy |
29,994
+141
| +0.5% | +$3.34K | 0.14% | 28 |
|
|
2024
Q3 | $714K | Sell |
29,853
-294
| -1% | -$7.03K | 0.15% | 30 |
|
|
2024
Q2 | $673K | Hold |
30,147
| – | – | 0.15% | 28 |
|
|
2024
Q1 | $677K | Buy |
30,147
+129
| +0.4% | +$2.9K | 0.16% | 29 |
|
|
2023
Q4 | $619K | Buy |
30,018
+159
| +0.5% | +$3.28K | 0.16% | 26 |
|
|
2023
Q3 | $557K | Buy |
29,859
+147
| +0.5% | +$2.74K | 0.17% | 27 |
|
|
2023
Q2 | $570K | Buy |
+29,712
| New | +$570K | 0.17% | 26 |
|