Guardian Financial Partners’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 | $7.73M | Buy |
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|
2025
Q2 | $7.15M | Buy |
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|
2025
Q1 | $6.14M | Buy |
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|
2024
Q4 | $5.61M | Buy |
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|
2024
Q3 | $4.98M | Buy |
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|
2024
Q2 | $4.36M | Buy |
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|
2024
Q1 | $4.17M | Buy |
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|
2023
Q4 | $3.49M | Buy |
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|
2023
Q3 | $2.6M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.31M | Sell |
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|
2022
Q4 | $2.25M | Buy |
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|
2022
Q3 | $1.96M | Buy |
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|
2022
Q2 | $1.86M | Buy |
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|
2022
Q1 | $2M | Buy |
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|
2021
Q4 | $1.97M | Buy |
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