FAS Wealth Partners’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 | $234K | Buy |
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|
2025
Q2 | $217K | Sell |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $234K | Buy |
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|
2024
Q3 | $227K | Sell |
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|
2024
Q2 | $212K | Hold |
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|
2024
Q1 | $213K | Sell |
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|
2023
Q4 | $197K | Buy |
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|
2023
Q3 | $163K | Sell |
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|
2023
Q2 | $212K | Buy |
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|
2023
Q1 | $158K | Buy |
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|
2022
Q4 | $153K | Buy |
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|
2022
Q3 | $136K | Sell |
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|
2022
Q2 | $162K | Sell |
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|
2022
Q1 | $194K | Sell |
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|
2021
Q4 | $629K | Sell |
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|
2021
Q3 | $691K | Sell |
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|
2021
Q2 | $936K | Sell |
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|
2021
Q1 | $943K | Sell |
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|
2020
Q4 | $861K | Sell |
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|
2020
Q3 | $772K | Buy |
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|
2020
Q2 | $732K | Sell |
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|
2020
Q1 | $1.1M | Sell |
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|
2019
Q4 | $1.76M | Buy |
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|
2019
Q3 | $1.28M | Sell |
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|
2019
Q2 | $1.27M | Buy |
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|
2019
Q1 | $1.1M | Buy |
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|
2018
Q4 | $950K | Buy |
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|
2018
Q3 | $1.06M | Sell |
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|
2018
Q2 | $1.01M | Buy |
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|
2018
Q1 | $970K | Buy |
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|
2017
Q4 | $954K | Buy |
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|
2017
Q3 | $872K | Sell |
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|
2017
Q2 | $908K | Buy |
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|
2017
Q1 | $860K | Buy |
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|
2016
Q4 | $800K | Buy |
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|
2016
Q3 | $681K | Buy |
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|
2016
Q2 | $546K | Buy |
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