Financial Management Professionals’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	$3.53K	Buy	144 +2	+1%	+$49	﹤0.01%	672
2025 Q1	$3.35K	Hold	142	–	–	﹤0.01%	681
2024 Q4	$3.36K	Sell	142 -20	-12%	-$474	﹤0.01%	670
2024 Q3	$4K	Hold	162	–	–	﹤0.01%	651
2024 Q2	$4K	Hold	162	–	–	﹤0.01%	614
2024 Q1	$4K	Hold	162	–	–	﹤0.01%	666
2023 Q4	$3K	Sell	162 -9	-5%	-$167	﹤0.01%	707
2023 Q3	$3K	Hold	171	–	–	﹤0.01%	661
2023 Q2	$3K	Hold	171	–	–	﹤0.01%	702
2023 Q1	$3K	Sell	171 -669	-80%	-$11.7K	﹤0.01%	752
2022 Q4	$15K	Buy	840 +657	+359%	+$11.7K	﹤0.01%	423
2022 Q3	$3K	Buy	183 +6	+3%	+$98	﹤0.01%	671
2022 Q2	$3K	Buy	177 +45	+34%	+$763	﹤0.01%	689
2022 Q1	$3K	Hold	132	–	–	﹤0.01%	710
2021 Q4	$3K	Sell	132 -30	-19%	-$682	﹤0.01%	664
2021 Q3	$3K	Hold	162	–	–	﹤0.01%	656
2021 Q2	$3K	Hold	162	–	–	﹤0.01%	600
2021 Q1	$3K	Sell	162 -6	-4%	-$111	﹤0.01%	528
2020 Q4	$3K	Hold	168	–	–	﹤0.01%	501
2020 Q3	$2K	Hold	168	–	–	﹤0.01%	509
2020 Q2	$2K	Sell	168 -90	-35%	-$1.07K	﹤0.01%	503
2020 Q1	$3K	Buy	258 +12	+5%	+$140	﹤0.01%	227
2019 Q4	$3K	Sell	246 -15	-6%	-$183	﹤0.01%	250
2019 Q3	$3K	Hold	261	–	–	﹤0.01%	228
2019 Q2	$3K	Hold	261	–	–	﹤0.01%	257
2019 Q1	$3K	Hold	261	–	–	﹤0.01%	216
2018 Q4	$3K	Hold	261	–	–	﹤0.01%	207
2018 Q3	$3K	Hold	261	–	–	﹤0.01%	229
2018 Q2	$3K	Buy	+261	New	+$3K	﹤0.01%	222