HB Wealth Management’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 | $620K | Buy |
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|
2025
Q2 | $577K | Sell |
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|
2025
Q1 | $883K | Sell |
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|
2024
Q4 | $914K | Buy |
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|
2024
Q3 | $920K | Buy |
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|
2024
Q2 | $612K | Buy |
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|
2024
Q1 | $544K | Buy |
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|
2023
Q4 | $347K | Sell |
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|
2023
Q3 | $340K | Buy |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | $316K | Buy |
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|
2022
Q3 | $275K | Sell |
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|
2022
Q2 | $296K | Buy |
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|
2022
Q1 | $333K | Buy |
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|
2021
Q4 | $243K | Buy |
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