Integrated Wealth Concepts’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 | $2.3M | Sell |
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|
2025
Q2 | $2.27M | Buy |
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|
2025
Q1 | $1.88M | Buy |
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|
2024
Q4 | $1.55M | Sell |
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|
2024
Q3 | $1.64M | Buy |
|
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|
2024
Q2 | $1.34M | Sell |
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|
2024
Q1 | $1.35M | Buy |
|
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | $930K | Buy |
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|
2023
Q2 | $926K | Sell |
|
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|
2023
Q1 | $946K | Buy |
|
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|
2022
Q4 | $558K | Buy |
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|
2022
Q3 | $272K | Sell |
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|
2022
Q2 | $308K | Sell |
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|
2022
Q1 | $775K | Buy |
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|
2021
Q4 | $523K | Buy |
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|
2021
Q3 | $407K | Buy |
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|
2021
Q2 | $325K | Buy |
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