Kingsview Wealth Management’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 | $7.1M | Buy |
289,320
+746
| +0.3% | +$18.3K | 0.12% | 185 |
|
|
2025
Q1 | $6.81M | Sell |
288,574
-4,590
| -2% | -$108K | 0.13% | 169 |
|
|
2024
Q4 | $6.94M | Sell |
293,164
-9,290
| -3% | -$220K | 0.14% | 162 |
|
|
2024
Q3 | $7.23M | Buy |
302,454
+18,717
| +7% | +$448K | 0.15% | 145 |
|
|
2024
Q2 | $6.33M | Sell |
283,737
-1,233
| -0.4% | -$27.5K | 0.15% | 150 |
|
|
2024
Q1 | $6.4M | Sell |
284,970
-4,728
| -2% | -$106K | 0.16% | 147 |
|
|
2023
Q4 | $5.98M | Sell |
289,698
-3,777
| -1% | -$78K | 0.18% | 134 |
|
|
2023
Q3 | $5.48M | Buy |
293,475
+15,480
| +6% | +$289K | 0.2% | 119 |
|
|
2023
Q2 | $5.33M | Sell |
277,995
-4,821
| -2% | -$92.5K | 0.21% | 107 |
|
|
2023
Q1 | $5.18M | Sell |
282,816
-2,094
| -0.7% | -$38.3K | 0.22% | 104 |
|
|
2022
Q4 | $5.08M | Buy |
284,910
+5,241
| +2% | +$93.4K | 0.22% | 113 |
|
|
2022
Q3 | $4.45M | Buy |
279,669
+3,942
| +1% | +$62.8K | 0.21% | 116 |
|
|
2022
Q2 | $4.68M | Buy |
275,727
+185,763
| +206% | +$3.15M | 0.22% | 115 |
|
|
2022
Q1 | $1.75M | Buy |
+89,964
| New | +$1.75M | 0.08% | 259 |
|