HRC Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Buy |
31,692
+138
| +0.4% | +$3.39K | 0.41% | 19 |
|
|
2025
Q1 | $745K | Buy |
31,554
+548
| +2% | +$12.9K | 0.46% | 18 |
|
|
2024
Q4 | $734K | Buy |
31,006
+2,824
| +10% | +$66.9K | 0.44% | 18 |
|
|
2024
Q3 | $674K | Buy |
28,182
+252
| +0.9% | +$6.03K | 0.44% | 16 |
|
|
2024
Q2 | $624K | Buy |
27,930
+1,890
| +7% | +$42.2K | 0.43% | 17 |
|
|
2024
Q1 | $585K | Buy |
+26,040
| New | +$585K | 0.43% | 17 |
|