Fortitude Family Office’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 | $4.17M | Buy |
170,121
+136,655
| +408% | +$3.35M | 1.37% | 18 |
|
|
2025
Q1 | $790K | Buy |
33,466
+32,609
| +3,805% | +$770K | 0.28% | 47 |
|
|
2024
Q4 | $20.3K | Buy |
857
+2
| +0.2% | +$47 | 0.01% | 448 |
|
|
2024
Q3 | $20.4K | Buy |
855
+6
| +0.7% | +$143 | 0.01% | 410 |
|
|
2024
Q2 | $19K | Hold |
849
| – | – | 0.01% | 314 |
|
|
2024
Q1 | $19.1K | Sell |
849
-186
| -18% | -$4.18K | 0.01% | 284 |
|
|
2023
Q4 | $21.4K | Buy |
+1,035
| New | +$21.4K | 0.02% | 285 |
|