Evanson Asset 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
Q3 | $695K | Hold |
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|
2025
Q2 | $649K | Hold |
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|
2025
Q1 | $624K | Hold |
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|
2024
Q4 | $626K | Sell |
|
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|
2024
Q3 | $633K | Hold |
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|
2024
Q2 | $590K | Hold |
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|
2024
Q1 | $594K | Hold |
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|
2023
Q4 | $546K | Sell |
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|
2023
Q3 | $495K | Buy |
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|
2023
Q2 | $507K | Hold |
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|
2023
Q1 | $484K | Hold |
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|
2022
Q4 | $471K | Buy |
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|
2022
Q3 | $358K | Hold |
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|
2022
Q2 | $382K | Buy |
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|
2022
Q1 | $432K | Hold |
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|
2021
Q4 | $433K | Hold |
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|
2021
Q3 | $402K | Hold |
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|
2021
Q2 | $404K | Hold |
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|
2021
Q1 | $382K | Hold |
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|
2020
Q4 | $335K | Hold |
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|
2020
Q3 | $286K | Buy |
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|
2020
Q2 | $272K | Hold |
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|
2020
Q1 | $231K | Hold |
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|
2019
Q4 | $315K | Hold |
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|
2019
Q3 | $292K | Hold |
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|
2019
Q2 | $289K | Hold |
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|
2019
Q1 | $280K | Hold |
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|
2018
Q4 | $251K | Hold |
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|
2018
Q3 | $293K | Hold |
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|
2018
Q2 | $276K | Buy |
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