Householder Group Estate & Retirement Specialist’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-216
| Closed | -$5K | – | 768 |
|
|
2024
Q3 | $5K | Hold |
216
| – | – | ﹤0.01% | 929 |
|
|
2024
Q2 | $4K | Hold |
216
| – | – | ﹤0.01% | 963 |
|
|
2024
Q1 | $4.85K | Hold |
216
| – | – | ﹤0.01% | 934 |
|
|
2023
Q4 | $4K | Hold |
216
| – | – | ﹤0.01% | 912 |
|
|
2023
Q3 | $4.03K | Buy |
+216
| New | +$4.03K | ﹤0.01% | 976 |
|
|
2023
Q1 | $12K | Buy |
+654
| New | +$12K | ﹤0.01% | 756 |
|
|
2022
Q4 | – | Sell |
-216
| Closed | -$3K | – | 577 |
|
|
2022
Q3 | $3K | Buy |
+216
| New | +$3K | ﹤0.01% | 922 |
|