Glassman Wealth Services’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
Q2 | $113M | Buy |
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|
2025
Q1 | $107M | Buy |
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|
2024
Q4 | $107M | Buy |
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|
2024
Q3 | $108M | Buy |
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|
2024
Q2 | $99.8M | Buy |
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|
2024
Q1 | $99.8M | Buy |
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|
2023
Q4 | $90.5M | Buy |
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|
2023
Q3 | $80.9M | Buy |
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|
2023
Q2 | $82.4M | Sell |
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|
2023
Q1 | $79.4M | Buy |
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|
2022
Q4 | $74.6M | Buy |
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|
2022
Q3 | $64.9M | Buy |
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|
2022
Q2 | $68.3M | Buy |
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|
2022
Q1 | $77.7M | Buy |
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|
2021
Q4 | $76.6M | Buy |
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|
2021
Q3 | $70.5M | Buy |
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|
2021
Q2 | $70.5M | Buy |
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|
2021
Q1 | $65.9M | Buy |
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|
2020
Q4 | $57.7M | Buy |
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|
2020
Q3 | $47.4M | Sell |
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|
2020
Q2 | $45.7M | Buy |
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|
2020
Q1 | $35.4M | Buy |
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|
2019
Q4 | $41.5M | Buy |
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|
2019
Q3 | $38.1M | Sell |
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|
2019
Q2 | $38.4M | Buy |
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|
2019
Q1 | $35.3M | Buy |
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|
2018
Q4 | $29M | Buy |
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|
2018
Q3 | $12.7M | Buy |
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