FWM
Foguth Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
74,082
-162,783
| -69% | -$3.99M | 0.39% | 49 |
|
|
2025
Q1 | $5.59M | Sell |
236,865
-60,719
| -20% | -$1.43M | 1.36% | 22 |
|
|
2024
Q4 | $7.34M | Buy |
297,584
+211,355
| +245% | +$5.22M | 1.92% | 14 |
|
|
2024
Q3 | $6.14M | Buy |
86,229
+20,119
| +30% | +$1.43M | 2.23% | 13 |
|
|
2024
Q2 | $4.43M | Buy |
66,110
+12,069
| +22% | +$808K | 1.95% | 17 |
|
|
2024
Q1 | $3.64M | Buy |
+54,041
| New | +$3.64M | 1.95% | 18 |
|