Dynamic Advisor Solutions’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 | $483K | Buy |
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|
2025
Q2 | $449K | Buy |
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|
2025
Q1 | $431K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $269K | Sell |
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|
2024
Q2 | $330K | Buy |
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|
2024
Q1 | $326K | Buy |
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|
2023
Q4 | $297K | Buy |
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|
2023
Q3 | $217K | Hold |
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|
2023
Q2 | $223K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Buy |
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|
2022
Q1 | $223K | Sell |
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|
2021
Q4 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $681K | Sell |
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|
2019
Q3 | $739K | Buy |
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|
2019
Q2 | $725K | Buy |
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