Global Wealth Strategies & Associates’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 | $38.6K | Buy |
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2025
Q2 | $31.9K | Sell |
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2025
Q1 | $41K | Buy |
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2024
Q4 | $41K | Buy |
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2024
Q3 | $41.3K | Hold |
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2024
Q2 | $38.5K | Hold |
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2024
Q1 | $38.7K | Hold |
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2023
Q4 | $35.6K | Sell |
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2023
Q3 | $41.5K | Hold |
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2023
Q2 | $42.7K | Buy |
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2023
Q1 | $33.1K | Buy |
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2022
Q4 | $30.7K | Buy |
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