Focus Partners Wealth’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 | $34.8M | Sell |
1,419,698
-8,041
| -0.6% | -$197K | 0.08% | 242 |
|
|
2025
Q1 | $33.7M | Buy |
1,427,739
+18,714
| +1% | +$442K | 0.08% | 231 |
|
|
2024
Q4 | $33.4M | Buy |
1,409,025
+357,783
| +34% | +$8.47M | 0.09% | 227 |
|
|
2024
Q3 | $25.1M | Buy |
1,051,242
+269,634
| +34% | +$6.45M | 0.08% | 250 |
|
|
2024
Q2 | $17.5M | Buy |
781,608
+432,165
| +124% | +$9.65M | 0.06% | 270 |
|
|
2024
Q1 | $7.85M | Buy |
349,443
+280,080
| +404% | +$6.29M | 0.06% | 245 |
|
|
2023
Q4 | $1.43M | Buy |
+69,363
| New | +$1.43M | 0.02% | 398 |
|