Key Financial Inc’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Hold |
1,346
| – | – | 0.01% | 577 |
|
|
2025
Q1 | $31.8K | Buy |
1,346
+596
| +79% | +$14.1K | 0.01% | 562 |
|
|
2024
Q4 | $17.8K | Hold |
750
| – | – | ﹤0.01% | 685 |
|
|
2024
Q3 | $17.9K | Hold |
750
| – | – | ﹤0.01% | 671 |
|
|
2024
Q2 | $16.7K | Hold |
750
| – | – | ﹤0.01% | 671 |
|
|
2024
Q1 | $16.8K | Hold |
750
| – | – | ﹤0.01% | 643 |
|
|
2023
Q4 | $15.5K | Hold |
750
| – | – | ﹤0.01% | 642 |
|
|
2023
Q3 | $14K | Hold |
750
| – | – | ﹤0.01% | 640 |
|
|
2023
Q2 | $14.4K | Hold |
750
| – | – | ﹤0.01% | 649 |
|
|
2023
Q1 | $13.7K | Hold |
750
| – | – | 0.01% | 611 |
|
|
2022
Q4 | $11.9K | Hold |
750
| – | – | 0.01% | 586 |
|
|
2022
Q3 | $12K | Hold |
750
| – | – | 0.01% | 590 |
|
|
2022
Q2 | $13K | Hold |
750
| – | – | 0.01% | 569 |
|
|
2022
Q1 | $15K | Sell |
750
-606
| -45% | -$12.1K | 0.01% | 542 |
|
|
2021
Q4 | $26K | Hold |
1,356
| – | – | 0.01% | 441 |
|
|
2021
Q3 | $24K | Buy |
1,356
+750
| +124% | +$13.3K | 0.01% | 436 |
|
|
2021
Q2 | $11K | Buy |
+606
| New | +$11K | 0.01% | 550 |
|