LBMC Investment Advisors’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 | $1.55M | Sell |
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|
2025
Q2 | $1.54M | Hold |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.63M | Buy |
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|
2024
Q3 | $1.64M | Buy |
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|
2024
Q2 | $1.53M | Hold |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.33M | Buy |
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|
2023
Q1 | $1.27M | Hold |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $1.12M | Hold |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q3 | $1.03K | Sell |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $989K | Buy |
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|
2020
Q4 | $836K | Buy |
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|
2020
Q3 | $692K | Hold |
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|
2020
Q2 | $658K | Hold |
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|
2020
Q1 | $560K | Hold |
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|
2019
Q4 | $762K | Hold |
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|
2019
Q3 | $706K | Hold |
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|
2019
Q2 | $698K | Hold |
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|
2019
Q1 | $678K | Hold |
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|
2018
Q4 | $607K | Hold |
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|
2018
Q3 | $709K | Hold |
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|
2018
Q2 | $667K | Buy |
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