Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $606K | Buy |
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|
2025
Q4 | $575K | Sell |
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|
2025
Q3 | $683K | Buy |
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|
2025
Q2 | $498K | Sell |
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|
2025
Q1 | $493K | Buy |
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|
2024
Q4 | $359K | Sell |
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|
2024
Q3 | $398K | Buy |
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|
2024
Q2 | $302K | Buy |
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|
2024
Q1 | $269K | Buy |
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|
2023
Q4 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $381K | Buy |
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