Investors Research Corp’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 | $14.5K | Hold |
591
| – | – | ﹤0.01% | 627 |
|
|
2025
Q1 | $14K | Sell |
591
-426
| -42% | -$10.1K | ﹤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% | -$11.2K | 0.01% | 606 |
|
|
2023
Q4 | $31.3K | Sell |
1,515
-123
| -8% | -$2.54K | 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% | +$2.08K | 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 | +$25K | 0.01% | 633 |
|