Evergreen Capital Management’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 | $344K | Buy |
14,013
+2,790
| +25% | +$68.5K | 0.01% | 737 |
|
|
2025
Q1 | $265K | Hold |
11,223
| – | – | 0.01% | 825 |
|
|
2024
Q4 | $266K | Sell |
11,223
-21,000
| -65% | -$497K | 0.01% | 804 |
|
|
2024
Q3 | $771K | Hold |
32,223
| – | – | 0.03% | 378 |
|
|
2024
Q2 | $723K | Hold |
32,223
| – | – | 0.03% | 368 |
|
|
2024
Q1 | $724K | Hold |
32,223
| – | – | 0.03% | 345 |
|
|
2023
Q4 | $665K | Buy |
32,223
+8,154
| +34% | +$168K | 0.03% | 360 |
|
|
2023
Q3 | $449K | Buy |
+24,069
| New | +$449K | 0.02% | 420 |
|