GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $6.36M | Buy |
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|
2023
Q3 | $5.33M | Buy |
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|
2023
Q2 | $5.48M | Buy |
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|
2023
Q1 | $5.23M | Buy |
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|
2022
Q4 | $4.81M | Sell |
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|
2022
Q3 | $4.46M | Sell |
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|
2022
Q2 | $4.76M | Buy |
|
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|
2022
Q1 | $2.09M | Sell |
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|
2021
Q4 | $2.09M | Sell |
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|
2021
Q3 | $1.94M | Sell |
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|
2021
Q2 | $5.18M | Buy |
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|
2021
Q1 | $229K | Buy |
|