GIA
GHP Investment Advisors’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 | $3.39K | Hold |
138
| – | – | ﹤0.01% | 840 |
|
|
2025
Q1 | $3.26K | Hold |
138
| – | – | ﹤0.01% | 825 |
|
|
2024
Q4 | $3.27K | Buy |
138
+92
| +200% | +$2.18K | ﹤0.01% | 859 |
|
|
2024
Q3 | $3.3K | Hold |
46
| – | – | ﹤0.01% | 852 |
|
|
2024
Q2 | $3.08K | Hold |
46
| – | – | ﹤0.01% | 821 |
|
|
2024
Q1 | $3.1K | Hold |
46
| – | – | ﹤0.01% | 735 |
|
|
2023
Q4 | $2.85K | Hold |
46
| – | – | ﹤0.01% | 739 |
|
|
2023
Q3 | $2.57K | Hold |
46
| – | – | ﹤0.01% | 831 |
|
|
2023
Q2 | $2.7K | Hold |
46
| – | – | ﹤0.01% | 811 |
|
|
2023
Q1 | $2.53K | Sell |
46
-154
| -77% | -$8.46K | ﹤0.01% | 814 |
|
|
2022
Q4 | $10.7K | Buy |
200
+154
| +335% | +$8.23K | ﹤0.01% | 678 |
|
|
2022
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 832 |
|
|
2022
Q2 | $2K | Hold |
46
| – | – | ﹤0.01% | 848 |
|
|
2022
Q1 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 857 |
|