Element Wealth’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
Q1 | – | Sell |
-387
| Closed | -$9.16K | – | 196 |
|
2024
Q4 | $9.16K | Hold |
387
| – | – | ﹤0.01% | 249 |
|
2024
Q3 | $9.26K | Hold |
387
| – | – | ﹤0.01% | 246 |
|
2024
Q2 | $8.64K | Hold |
387
| – | – | ﹤0.01% | 246 |
|
2024
Q1 | $8.69K | Hold |
387
| – | – | 0.01% | 234 |
|
2023
Q4 | $7.99K | Hold |
387
| – | – | 0.01% | 228 |
|
2023
Q3 | $7.22K | Buy |
+387
| New | +$7.22K | 0.01% | 219 |
|