IFG Advisory’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 | $581K | Sell |
23,695
-215
| -0.9% | -$5.28K | 0.03% | 441 |
|
|
2025
Q1 | $565K | Buy |
23,910
+7,545
| +46% | +$178K | 0.03% | 420 |
|
|
2024
Q4 | $388K | Buy |
+16,365
| New | +$388K | 0.02% | 473 |
|
|
2024
Q3 | – | Sell |
-14,169
| Closed | -$316K | – | 463 |
|
|
2024
Q2 | $316K | Buy |
+14,169
| New | +$316K | 0.02% | 502 |
|
|
2024
Q1 | – | Sell |
-12,243
| Closed | -$253K | – | 442 |
|
|
2023
Q4 | $253K | Buy |
+12,243
| New | +$253K | 0.02% | 504 |
|