Farther Finance Advisors’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 | $854K | Buy |
34,803
+19,501
| +127% | +$479K | 0.02% | 663 |
|
|
2025
Q1 | $361K | Buy |
15,302
+7,260
| +90% | +$171K | 0.01% | 944 |
|
|
2024
Q4 | $190K | Buy |
8,042
+233
| +3% | +$5.52K | 0.01% | 1009 |
|
|
2024
Q3 | $187K | Sell |
7,809
-7,746
| -50% | -$185K | 0.01% | 1016 |
|
|
2024
Q2 | $346K | Buy |
15,555
+11,994
| +337% | +$267K | 0.02% | 612 |
|
|
2024
Q1 | $79.7K | Hold |
3,561
| – | – | ﹤0.01% | 1022 |
|
|
2023
Q4 | $73.5K | Sell |
3,561
-1,263
| -26% | -$26.1K | 0.01% | 899 |
|
|
2023
Q3 | $90K | Hold |
4,824
| – | – | 0.01% | 598 |
|
|
2023
Q2 | $92.6K | Sell |
4,824
-768
| -14% | -$14.7K | 0.02% | 491 |
|
|
2023
Q1 | $102K | Buy |
5,592
+1,023
| +22% | +$18.7K | 0.03% | 402 |
|
|
2022
Q4 | $81.4K | Buy |
+4,569
| New | +$81.4K | 0.03% | 367 |
|