Freestone Capital Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $915K | Hold |
|
|||||
|
2025
Q2 | $854K | Buy |
|
|||||
|
2025
Q1 | $788K | Sell |
|
|||||
|
2024
Q4 | $806K | Buy |
|
|||||
|
2024
Q3 | $620K | Hold |
|
|||||
|
2024
Q2 | $579K | Buy |
|
|||||
|
2024
Q1 | $539K | Buy |
|
|||||
|
2023
Q4 | $354K | Buy |
|
|||||
|
2023
Q3 | $286K | Buy |
|
|||||
|
2023
Q2 | $266K | Sell |
|
|||||
|
2023
Q1 | $259K | Buy |
|
|||||
|
2022
Q4 | $211K | Sell |
|
|||||
|
2022
Q3 | $422K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $78.4K | Buy |
|