Investors Research Corp’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	–	Sell	-426	Closed	-$11.6K	–	883
2025 Q4	$11.6K	Hold	426	–	–	﹤0.01%	611
2025 Q3	$11.2K	Sell	426 -165	-28%	-$4.19K	﹤0.01%	629
2025 Q2	$14.5K	Hold	591	–	–	﹤0.01%	627
2025 Q1	$14K	Sell	591 -426	-42%	-$10.3K	﹤0.01%	639
2024 Q4	$24.1K	Hold	1,017	–	–	0.01%	564
2024 Q3	$24.3K	Hold	1,017	–	–	0.01%	572
2024 Q2	$22.7K	Hold	1,017	–	–	0.01%	607
2024 Q1	$22.8K	Sell	1,017 -498	-33%	-$10.6K	0.01%	606
2023 Q4	$31.3K	Sell	1,515 -123	-8%	-$2.37K	0.01%	570
2023 Q3	$30.6K	Hold	1,638	–	–	0.01%	581
2023 Q2	$31.4K	Hold	1,638	–	–	0.01%	584
2023 Q1	$30K	Buy	1,638 +102	+7%	+$1.87K	0.01%	600
2022 Q4	$27.4K	Hold	1,536	–	–	0.01%	611
2022 Q3	$24K	Hold	1,536	–	–	0.01%	615
2022 Q2	$26K	Buy	1,536 +123	+9%	+$2.26K	0.01%	603
2022 Q1	$28K	Hold	1,413	–	–	0.01%	598
2021 Q4	$28K	Hold	1,413	–	–	0.01%	608
2021 Q3	$25K	Buy	+1,413	New	+$25.9K	0.01%	633