Evergreen Capital 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
$369K Hold
2025
Q2
$344K Buy
2025
Q1
$265K Hold
2024
Q4
$266K Sell
2024
Q3
$771K Hold
2024
Q2
$723K Hold
2024
Q1
$724K Hold
2023
Q4
$665K Buy
2023
Q3
$449K Buy