Kelman-Lazarov Inc’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 | $57.3M | Buy |
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|
2025
Q1 | $53.8M | Sell |
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|
2024
Q4 | $54.2M | Sell |
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|
2024
Q3 | $58.1M | Buy |
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|
2024
Q2 | $53.6M | Sell |
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|
2024
Q1 | $54M | Buy |
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|
2023
Q4 | $49.1M | Sell |
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|
2023
Q3 | $44.5M | Buy |
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|
2023
Q2 | $44.8M | Buy |
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|
2023
Q1 | $41.5M | Buy |
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|
2022
Q4 | $40.1M | Buy |
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|
2022
Q3 | $35.6M | Buy |
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|
2022
Q2 | $37.6M | Sell |
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|
2022
Q1 | $46M | Buy |
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|
2021
Q4 | $45.9M | Buy |
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|
2021
Q3 | $41.7M | Sell |
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|
2021
Q2 | $42.3M | Sell |
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|
2021
Q1 | $46.4M | Buy |
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|
2020
Q4 | $40.5M | Buy |
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|
2020
Q3 | $34.5M | Sell |
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|
2020
Q2 | $33.3M | Buy |
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|
2020
Q1 | $26.3M | Buy |
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|
2019
Q4 | $17.8M | Buy |
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|
2019
Q3 | $8.77M | Buy |
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|
2019
Q2 | $8.49M | Sell |
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|
2019
Q1 | $8.75M | Sell |
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|
2018
Q4 | $8.2M | Sell |
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|
2018
Q3 | $10.2M | Sell |
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|
2018
Q2 | $10.1M | Buy |
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|
2018
Q1 | $8.65M | Buy |
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|
2017
Q4 | $8.71M | Buy |
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|
2017
Q3 | $7.46M | Buy |
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|
2017
Q2 | $6.06M | Buy |
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|
2017
Q1 | $5.45M | Buy |
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|
2016
Q4 | $4.88M | Buy |
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|
2016
Q3 | $4.39M | Buy |
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|
2016
Q2 | $3.2M | Buy |
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|
2016
Q1 | $2.95M | Buy |
|