Janney Montgomery Scott’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 | $760K | Buy |
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|
2025
Q2 | $638K | Sell |
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|
2025
Q1 | $684K | Buy |
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|
2024
Q4 | $505K | Buy |
|
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $434K | Sell |
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|
2024
Q1 | $443K | Buy |
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|
2023
Q4 | $377K | Sell |
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|
2023
Q3 | $351K | Sell |
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|
2023
Q2 | $377K | Buy |
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|
2023
Q1 | $349K | Buy |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $253K | Sell |
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|
2022
Q1 | $309K | Buy |
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|
2021
Q4 | $288K | Buy |
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|
2021
Q3 | $261K | Hold |
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|
2021
Q2 | $265K | Sell |
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|
2021
Q1 | $260K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $361K | Sell |
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|
2019
Q2 | $398K | Buy |
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|
2019
Q1 | $371K | Buy |
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|
2018
Q4 | – | Sell |
|
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|
2018
Q3 | $366K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $351K | Buy |
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|
2017
Q4 | $209K | Buy |
|