High Net Worth Advisory Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,830
| Closed | -$139K | – | 326 |
|
|
2022
Q4 | $139K | Hold |
7,830
| – | – | 0.05% | 214 |
|
|
2022
Q3 | $125K | Hold |
7,830
| – | – | 0.05% | 218 |
|
|
2022
Q2 | $133K | Hold |
7,830
| – | – | 0.06% | 218 |
|
|
2022
Q1 | $153K | Hold |
7,830
| – | – | 0.06% | 210 |
|
|
2021
Q4 | $153K | Buy |
+7,830
| New | +$153K | 0.05% | 211 |
|