Gratus Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $21.6M | Buy |
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|
2024
Q1 | $21.5M | Buy |
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|
2023
Q4 | $2.18M | Sell |
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|
2023
Q3 | $2.51M | Sell |
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|
2023
Q2 | $3.17M | Sell |
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|
2023
Q1 | $3.29M | Sell |
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|
2022
Q4 | $3.62M | Sell |
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|
2022
Q3 | $3.62M | Sell |
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|
2022
Q2 | $4.14M | Sell |
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|
2022
Q1 | $5.43M | Sell |
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|
2021
Q4 | $6.11M | Sell |
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|
2021
Q3 | $6.7M | Sell |
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|
2021
Q2 | $8.19M | Sell |
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|
2021
Q1 | $8.7M | Sell |
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|
2020
Q4 | $9.11M | Sell |
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|
2020
Q3 | $8.39M | Buy |
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|
2020
Q2 | $7.51M | Sell |
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|
2020
Q1 | $7.04M | Buy |
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|
2019
Q4 | $7.34M | Sell |
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|
2019
Q3 | $7.25M | Sell |
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|
2019
Q2 | $7.18M | Buy |
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|
2019
Q1 | $6.54M | Buy |
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|
2018
Q4 | $5.77M | Buy |
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|
2018
Q3 | $5.96M | Buy |
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