Kuhn & Co Investment Counsel’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 | $936K | Buy |
38,161
+9,448
| +33% | +$232K | 0.71% | 42 |
|
|
2025
Q1 | $678K | Buy |
28,713
+566
| +2% | +$13.4K | 0.57% | 62 |
|
|
2024
Q4 | $667K | Buy |
28,147
+535
| +2% | +$12.7K | 0.57% | 57 |
|
|
2024
Q3 | $660K | Buy |
27,612
+1,206
| +5% | +$28.8K | 0.56% | 62 |
|
|
2024
Q2 | $590K | Hold |
26,406
| – | – | 0.53% | 56 |
|
|
2024
Q1 | $593K | Buy |
26,406
+3,324
| +14% | +$74.7K | 0.56% | 56 |
|
|
2023
Q4 | $477K | Buy |
+23,082
| New | +$477K | 0.49% | 70 |
|