Kingsview Wealth Management’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 | $7.1M | Buy |
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|
2025
Q1 | $6.81M | Sell |
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|
2024
Q4 | $6.94M | Sell |
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|
2024
Q3 | $7.23M | Buy |
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|
2024
Q2 | $6.33M | Sell |
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|
2024
Q1 | $6.4M | Sell |
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|
2023
Q4 | $5.98M | Sell |
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|
2023
Q3 | $5.48M | Buy |
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|
2023
Q2 | $5.33M | Sell |
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|
2023
Q1 | $5.18M | Sell |
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|
2022
Q4 | $5.08M | Buy |
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|
2022
Q3 | $4.45M | Buy |
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|
2022
Q2 | $4.68M | Buy |
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|
2022
Q1 | $1.75M | Buy |
|