IHT Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.44M | Sell |
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|
2025
Q2 | $1.4M | Sell |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.54M | Sell |
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|
2024
Q3 | $1.65M | Sell |
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|
2024
Q2 | $1.55M | Buy |
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|
2024
Q1 | $1.45M | Buy |
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|
2023
Q4 | $470K | Buy |
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|
2023
Q3 | $397K | Buy |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $278K | Sell |
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|
2022
Q3 | $250K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $19K | Hold |
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|
2017
Q4 | $20K | Hold |
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|
2017
Q3 | $18K | Hold |
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|
2017
Q2 | $1 | Hold |
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|
2017
Q1 | $17K | Sell |
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|
2016
Q4 | $18K | Buy |
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