Empower Advisory Group’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
Q2 | $573K | Buy |
23,351
+6,713
| +40% | +$165K | ﹤0.01% | 309 |
|
2025
Q1 | $393K | Buy |
16,638
+1,155
| +7% | +$27.3K | ﹤0.01% | 350 |
|
2024
Q4 | $367K | Sell |
15,483
-2,997
| -16% | -$71K | ﹤0.01% | 366 |
|
2024
Q3 | $442K | Sell |
18,480
-3,939
| -18% | -$94.2K | ﹤0.01% | 335 |
|
2024
Q2 | $501K | Buy |
22,419
+10,458
| +87% | +$233K | ﹤0.01% | 301 |
|
2024
Q1 | $269K | Sell |
11,961
-10,095
| -46% | -$227K | ﹤0.01% | 431 |
|
2023
Q4 | $455K | Buy |
+22,056
| New | +$455K | ﹤0.01% | 312 |
|