IFA
Index Fund Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Hold |
10,842
| – | – | 0.01% | 125 |
|
|
2025
Q1 | $256K | Sell |
10,842
-1,364
| -11% | -$32.2K | 0.02% | 77 |
|
|
2024
Q4 | $289K | Buy |
12,206
+8,139
| +200% | +$193K | 0.02% | 84 |
|
|
2024
Q3 | $292K | Buy |
4,067
+4
| +0.1% | +$287 | 0.02% | 82 |
|
|
2024
Q2 | $272K | Hold |
4,063
| – | – | 0.02% | 79 |
|
|
2024
Q1 | $274K | Buy |
4,063
+2
| +0% | +$135 | 0.02% | 80 |
|
|
2023
Q4 | $252K | Buy |
4,061
+3
| +0.1% | +$186 | 0.01% | 78 |
|
|
2023
Q3 | $227K | Buy |
4,058
+2
| +0% | +$112 | 0.02% | 81 |
|
|
2023
Q2 | $234K | Buy |
+4,056
| New | +$234K | 0.02% | 76 |
|
|
2022
Q2 | – | Sell |
-3,614
| Closed | -$211K | – | 93 |
|
|
2022
Q1 | $211K | Hold |
3,614
| – | – | 0.02% | 93 |
|
|
2021
Q4 | $212K | Buy |
+3,614
| New | +$212K | 0.02% | 93 |
|