Janiczek Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.73M | Buy |
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|
2024
Q1 | $3.71M | Buy |
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|
2023
Q4 | $2.97M | Sell |
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|
2023
Q3 | $2.72M | Buy |
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|
2023
Q2 | $2.72M | Buy |
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|
2023
Q1 | $2.58M | Buy |
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|
2022
Q4 | $1.76M | Buy |
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|
2022
Q3 | $1.44M | Sell |
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|
2022
Q2 | $1.65M | Sell |
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|
2022
Q1 | $1.78M | Sell |
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|
2021
Q4 | $2.26M | Buy |
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|
2021
Q3 | $2.06M | Buy |
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|
2021
Q2 | $2.07M | Buy |
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|
2021
Q1 | $1.61M | Sell |
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|
2020
Q4 | $1.44M | Sell |
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|
2020
Q3 | $1.35M | Hold |
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|
2020
Q2 | $1.28M | Sell |
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|
2020
Q1 | $1.27M | Sell |
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|
2019
Q4 | $3.41M | Sell |
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|
2019
Q3 | $3.18M | Sell |
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|
2019
Q2 | $3.25M | Buy |
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|
2019
Q1 | $3.11M | Buy |
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|
2018
Q4 | $2.7M | Buy |
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|
2018
Q3 | $1.58M | Buy |
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|
2018
Q2 | $1.43M | Buy |
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|
2018
Q1 | $1.37M | Buy |
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|
2017
Q4 | $1.37M | Sell |
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|
2017
Q3 | $1.29M | Buy |
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|
2017
Q2 | $1.19M | Buy |
|