Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.8M | Buy |
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|
2023
Q1 | $5.99M | Buy |
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|
2022
Q4 | $5.48M | Buy |
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|
2022
Q3 | $4.85M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $5.95M | Buy |
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|
2021
Q4 | $5.58M | Sell |
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|
2021
Q3 | $5.29M | Sell |
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|
2021
Q2 | $5.42M | Buy |
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|
2021
Q1 | $5.12M | Sell |
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|
2020
Q4 | $4.55M | Sell |
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|
2020
Q3 | $4.1M | Sell |
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|
2020
Q2 | $4.06M | Sell |
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|
2020
Q1 | $3.65M | Sell |
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|
2019
Q4 | $5.46M | Buy |
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|
2019
Q3 | $4.99M | Sell |
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|
2019
Q2 | $5.09M | Sell |
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|
2019
Q1 | $4.99M | Sell |
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|
2018
Q4 | $4.72M | Buy |
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|
2018
Q3 | $5.27M | Sell |
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|
2018
Q2 | $5.04M | Buy |
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|
2018
Q1 | $4.58M | Sell |
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|
2017
Q4 | $4.9M | Sell |
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|
2017
Q3 | $4.64M | Sell |
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|
2017
Q2 | $4.67M | Sell |
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|
2017
Q1 | $4.92M | Buy |
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|
2016
Q4 | $4.42M | Buy |
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|
2016
Q3 | $3.69M | Sell |
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|
2016
Q2 | $3.64M | Buy |
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|
2016
Q1 | $3.48M | Sell |
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|
2015
Q4 | $3.4M | Buy |
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|
2015
Q3 | $3.2M | Sell |
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|
2015
Q2 | $3.72M | Buy |
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|
2015
Q1 | $2.69M | Buy |
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|
2014
Q4 | $434K | Buy |
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|
2014
Q3 | $40K | Buy |
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|
2014
Q2 | $28K | Buy |
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