J.L. Bainbridge & Co’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
$565K Buy
2025
Q2
$509K Sell
2025
Q1
$524K Hold
2024
Q4
$525K Sell
2024
Q3
$568K Buy
2021
Q4
Sell
2021
Q3
$246K Sell
2021
Q2
$260K Hold
2021
Q1
$246K Sell
2020
Q4
$220K Buy
2020
Q1
Sell
2019
Q4
$391K Buy