Empirical 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
Q2 | $2.64M | Buy |
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|
2025
Q1 | $2.41M | Buy |
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|
2024
Q4 | $2.31M | Buy |
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|
2024
Q3 | $2.18M | Buy |
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|
2024
Q2 | $2M | Sell |
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|
2024
Q1 | $2.08M | Buy |
|
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|
2023
Q4 | $1.81M | Sell |
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|
2023
Q3 | $1.72M | Sell |
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|
2023
Q2 | $2.15M | Buy |
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|
2023
Q1 | $1.85M | Buy |
|
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|
2022
Q4 | $1.58M | Buy |
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|
2022
Q3 | $1.18M | Sell |
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|
2022
Q2 | $1.76M | Sell |
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|
2022
Q1 | $2.1M | Buy |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $610K | Buy |
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|
2021
Q1 | $403K | Buy |
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|
2020
Q4 | $248K | Sell |
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|
2020
Q3 | $229K | Sell |
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|
2020
Q2 | $307K | Buy |
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|
2020
Q1 | $235K | Sell |
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|
2019
Q4 | $507K | Sell |
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|
2019
Q3 | $793K | Buy |
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|
2019
Q2 | $382K | Buy |
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|
2019
Q1 | $357K | Buy |
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|
2018
Q4 | $246K | Sell |
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|
2018
Q3 | $380K | Sell |
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|
2018
Q2 | $582K | Buy |
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|
2018
Q1 | $298K | Buy |
|