Hutchens & Kramer Investment Management Group’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 | $347K | Hold |
13,980
| – | – | 0.16% | 97 |
|
|
2025
Q1 | $330K | Hold |
13,980
| – | – | 0.18% | 90 |
|
|
2024
Q4 | $331K | Hold |
13,980
| – | – | 0.18% | 97 |
|
|
2024
Q3 | $333K | Buy |
13,980
+327
| +2% | +$7.78K | 0.18% | 100 |
|
|
2024
Q2 | $304K | Hold |
13,653
| – | – | 0.17% | 100 |
|
|
2024
Q1 | $306K | Buy |
13,653
+1,125
| +9% | +$25.2K | 0.18% | 95 |
|
|
2023
Q4 | $259K | Buy |
+12,528
| New | +$259K | 0.18% | 97 |
|