Lafayette Investments’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
Q3 | $625K | Sell |
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|
2025
Q2 | $584K | Buy |
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|
2025
Q1 | $560K | Buy |
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|
2024
Q4 | $558K | Buy |
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|
2024
Q3 | $466K | Buy |
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|
2024
Q2 | $421K | Buy |
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|
2024
Q1 | $392K | Buy |
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|
2023
Q4 | $357K | Buy |
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|
2023
Q3 | $320K | Hold |
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|
2023
Q2 | $329K | Hold |
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|
2023
Q1 | $314K | Sell |
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|
2022
Q4 | $313K | Hold |
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|
2022
Q3 | $279K | Buy |
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