Exencial 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
Q3 | $4.96M | Sell |
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|
2025
Q2 | $4.65M | Buy |
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|
2025
Q1 | $4.47M | Sell |
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|
2024
Q4 | $4.56M | Sell |
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|
2024
Q3 | $4.71M | Sell |
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|
2024
Q2 | $4.57M | Sell |
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|
2024
Q1 | $4.85M | Buy |
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|
2023
Q4 | $4.43M | Buy |
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|
2023
Q3 | $3.65M | Sell |
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|
2023
Q2 | $3.76M | Buy |
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|
2023
Q1 | $3.58M | Buy |
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|
2022
Q4 | $3.47M | Buy |
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|
2022
Q3 | $2.86M | Buy |
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|
2022
Q2 | $1.97M | Buy |
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|
2022
Q1 | $2.05M | Buy |
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|
2021
Q4 | $912K | Buy |
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