GPS Wealth Strategies Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.5K | Hold |
428
| – | – | ﹤0.01% | 1024 |
|
2025
Q1 | $10.1K | Sell |
428
-46
| -10% | -$1.09K | ﹤0.01% | 998 |
|
2024
Q4 | $11.2K | Hold |
474
| – | – | ﹤0.01% | 928 |
|
2024
Q3 | $11.3K | Hold |
474
| – | – | ﹤0.01% | 919 |
|
2024
Q2 | $10.6K | Hold |
474
| – | – | ﹤0.01% | 902 |
|
2024
Q1 | $10.6K | Buy |
474
+150
| +46% | +$3.37K | ﹤0.01% | 840 |
|
2023
Q4 | $6.69K | Hold |
324
| – | – | ﹤0.01% | 919 |
|
2023
Q3 | $6.04K | Hold |
324
| – | – | ﹤0.01% | 939 |
|
2023
Q2 | $6.22K | Hold |
324
| – | – | ﹤0.01% | 939 |
|
2023
Q1 | $5.93K | Buy |
+324
| New | +$5.93K | ﹤0.01% | 946 |
|
2022
Q4 | – | Sell |
-216
| Closed | -$3K | – | 472 |
|
2022
Q3 | $3K | Hold |
216
| – | – | ﹤0.01% | 977 |
|
2022
Q2 | $4K | Hold |
216
| – | – | ﹤0.01% | 919 |
|
2022
Q1 | $4K | Buy |
216
+150
| +227% | +$2.78K | ﹤0.01% | 884 |
|
2021
Q4 | $1K | Hold |
66
| – | – | ﹤0.01% | 1018 |
|
2021
Q3 | $1K | Hold |
66
| – | – | ﹤0.01% | 983 |
|
2021
Q2 | $1K | Hold |
66
| – | – | ﹤0.01% | 996 |
|
2021
Q1 | $1K | Buy |
+66
| New | +$1K | ﹤0.01% | 905 |
|