Kingswood Wealth Advisors’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 | $1.51M | Buy |
61,358
+1,475
| +2% | +$36.2K | 0.12% | 186 |
|
|
2025
Q1 | $1.41M | Buy |
59,883
+4,845
| +9% | +$114K | 0.13% | 184 |
|
|
2024
Q4 | $1.3M | Buy |
55,038
+1,722
| +3% | +$40.8K | 0.1% | 219 |
|
|
2024
Q3 | $1.28M | Sell |
53,316
-3,636
| -6% | -$87K | 0.09% | 246 |
|
|
2024
Q2 | $1.27M | Buy |
56,952
+2,982
| +6% | +$66.6K | 0.11% | 191 |
|
|
2024
Q1 | $121K | Buy |
53,970
+3,408
| +7% | +$7.66K | 0.01% | 593 |
|
|
2023
Q4 | $1.04M | Buy |
+50,562
| New | +$1.04M | 0.12% | 187 |
|