Farther Finance 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
$877K Sell
2025
Q2
$854K Buy
2025
Q1
$361K Buy
2024
Q4
$190K Buy
2024
Q3
$187K Sell
2024
Q2
$346K Buy
2024
Q1
$79.7K Hold
2023
Q4
$73.5K Sell
2023
Q3
$90K Hold
2023
Q2
$92.6K Sell
2023
Q1
$102K Buy
2022
Q4
$81.4K Buy