GWSA
Global Wealth Strategies & Associates’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 | $31.9K | Sell |
1,302
-435
| -25% | -$10.7K | 0.01% | 136 |
|
|
2025
Q1 | $41K | Buy |
1,737
+6
| +0.3% | +$142 | 0.01% | 137 |
|
|
2024
Q4 | $41K | Buy |
1,731
+1,156
| +201% | +$27.4K | 0.01% | 121 |
|
|
2024
Q3 | $41.3K | Hold |
575
| – | – | 0.01% | 107 |
|
|
2024
Q2 | $38.5K | Hold |
575
| – | – | 0.01% | 99 |
|
|
2024
Q1 | $38.7K | Hold |
575
| – | – | 0.01% | 100 |
|
|
2023
Q4 | $35.6K | Sell |
575
-166
| -22% | -$10.3K | 0.01% | 96 |
|
|
2023
Q3 | $41.5K | Hold |
741
| – | – | 0.02% | 85 |
|
|
2023
Q2 | $42.7K | Buy |
741
+139
| +23% | +$8K | 0.02% | 84 |
|
|
2023
Q1 | $33.1K | Buy |
602
+27
| +5% | +$1.48K | 0.02% | 90 |
|
|
2022
Q4 | $30.7K | Buy |
+575
| New | +$30.7K | 0.02% | 90 |
|