EP Wealth Advisors’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 | $14.1M | Buy |
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|
2025
Q1 | $1.77M | Buy |
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|
2024
Q4 | $1.64M | Buy |
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|
2024
Q3 | $1.56M | Sell |
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|
2024
Q2 | $1.53M | Buy |
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|
2024
Q1 | $841K | Buy |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $505K | Sell |
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|
2023
Q2 | $333K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $372K | Buy |
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|
2021
Q4 | $362K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $240K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $286K | Buy |
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