Destination Wealth 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
Q3 | $333K | Sell |
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|
2025
Q2 | $480K | Buy |
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|
2025
Q1 | $401K | Buy |
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|
2024
Q4 | $222K | Buy |
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|
2024
Q3 | $209K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $216K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $259K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $212K | Sell |
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|
2020
Q1 | $429K | Sell |
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|
2019
Q4 | $592K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2K | Sell |
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|
2019
Q1 | $44K | Sell |
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|
2018
Q4 | $75K | Sell |
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|
2018
Q3 | $159K | Buy |
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|
2018
Q2 | $139K | Buy |
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|
2018
Q1 | $19K | Buy |
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