Larson Financial Group’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 | $1.63M | Sell |
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|
2025
Q2 | $1.91M | Buy |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $733K | Sell |
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|
2024
Q2 | $716K | Buy |
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|
2024
Q1 | $301K | Sell |
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|
2023
Q4 | $783K | Buy |
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|
2023
Q3 | $286K | Buy |
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|
2023
Q2 | $170K | Hold |
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|
2023
Q1 | $162K | Buy |
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|
2022
Q4 | $70.3K | Hold |
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|
2022
Q3 | $63K | Buy |
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|
2022
Q2 | $41K | Buy |
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|
2022
Q1 | $5K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2K | Buy |
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