Integrated Advisors Network’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 | $885K | Buy |
36,067
+5,155
| +17% | +$127K | 0.04% | 376 |
|
|
2025
Q1 | $730K | Sell |
30,912
-1,017
| -3% | -$24K | 0.04% | 370 |
|
|
2024
Q4 | $756K | Sell |
31,929
-3,126
| -9% | -$74K | 0.04% | 354 |
|
|
2024
Q3 | $839K | Buy |
35,055
+3,120
| +10% | +$74.6K | 0.04% | 348 |
|
|
2024
Q2 | $713K | Sell |
31,935
-264
| -0.8% | -$5.89K | 0.04% | 361 |
|
|
2024
Q1 | $723K | Sell |
32,199
-9,426
| -23% | -$212K | 0.04% | 367 |
|
|
2023
Q4 | $859K | Sell |
41,625
-288
| -0.7% | -$5.95K | 0.05% | 313 |
|
|
2023
Q3 | $782K | Sell |
41,913
-765
| -2% | -$14.3K | 0.05% | 315 |
|
|
2023
Q2 | $819K | Sell |
42,678
-3,795
| -8% | -$72.8K | 0.05% | 318 |
|
|
2023
Q1 | $851K | Sell |
46,473
-5,388
| -10% | -$98.6K | 0.05% | 314 |
|
|
2022
Q4 | $924K | Buy |
51,861
+2,082
| +4% | +$37.1K | 0.06% | 308 |
|
|
2022
Q3 | $792K | Buy |
49,779
+6,210
| +14% | +$98.8K | 0.05% | 316 |
|
|
2022
Q2 | $739K | Buy |
43,569
+10,449
| +32% | +$177K | 0.05% | 333 |
|
|
2022
Q1 | $646K | Sell |
33,120
-7,356
| -18% | -$143K | 0.04% | 377 |
|
|
2021
Q4 | $791K | Buy |
40,476
+621
| +2% | +$12.1K | 0.05% | 335 |
|
|
2021
Q3 | $717K | Buy |
+39,855
| New | +$717K | 0.05% | 337 |
|