Kavar Capital Partners Group’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
Q2 | $36M | Buy |
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|
2025
Q1 | $34.2M | Buy |
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|
2024
Q4 | $33M | Buy |
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|
2024
Q3 | $31.5M | Buy |
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|
2024
Q2 | $28.9M | Buy |
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|
2024
Q1 | $28.1M | Sell |
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|
2023
Q4 | $48.6M | Buy |
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|
2023
Q3 | $21.1M | Buy |
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|
2023
Q2 | $21.4M | Buy |
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|
2023
Q1 | $20.4M | Buy |
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|
2022
Q4 | $19.7M | Buy |
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|
2022
Q3 | $16.9M | Buy |
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|
2022
Q2 | $15.9M | Buy |
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|
2022
Q1 | $12.3M | Buy |
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|
2021
Q4 | $8.48M | Buy |
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|
2021
Q3 | $7.68M | Buy |
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|
2021
Q2 | $2.21M | Sell |
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|
2021
Q1 | $2.1M | Sell |
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|
2020
Q4 | $1.97M | Sell |
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|
2020
Q3 | $1.7M | Sell |
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|
2020
Q2 | $1.78M | Sell |
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|
2020
Q1 | $1.54M | Hold |
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|
2019
Q4 | $2.09M | Buy |
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|
2019
Q3 | $207K | Hold |
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|
2019
Q2 | $204K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $8K | Hold |
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|
2018
Q1 | $8K | Buy |
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