LIA
LBMC Investment Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Hold |
62,929
| – | – | 0.11% | 73 |
|
|
2025
Q1 | $1.49M | Sell |
62,929
-5,701
| -8% | -$135K | 0.12% | 68 |
|
|
2024
Q4 | $1.63M | Buy |
68,630
+45,755
| +200% | +$1.08M | 0.13% | 63 |
|
|
2024
Q3 | $1.64M | Buy |
22,875
+2
| +0% | +$144 | 0.13% | 59 |
|
|
2024
Q2 | $1.53M | Hold |
22,873
| – | – | 0.13% | 59 |
|
|
2024
Q1 | $1.54M | Buy |
22,873
+2
| +0% | +$135 | 0.13% | 59 |
|
|
2023
Q4 | $1.42M | Buy |
22,871
+1
| +0% | +$62 | 0.13% | 49 |
|
|
2023
Q3 | $1.26M | Sell |
22,870
-304
| -1% | -$16.7K | 0.13% | 49 |
|
|
2023
Q2 | $1.33M | Buy |
23,174
+1
| +0% | +$58 | 0.13% | 49 |
|
|
2023
Q1 | $1.27M | Hold |
23,173
| – | – | 0.13% | 50 |
|
|
2022
Q4 | $1.24M | Buy |
23,173
+801
| +4% | +$42.8K | 0.13% | 44 |
|
|
2022
Q3 | $1.07M | Sell |
22,372
-2,701
| -11% | -$129K | 0.12% | 51 |
|
|
2022
Q2 | $1.28M | Buy |
25,073
+5,938
| +31% | +$302K | 0.14% | 44 |
|
|
2022
Q1 | $1.12M | Hold |
19,135
| – | – | 0.1% | 52 |
|
|
2021
Q4 | $1.12M | Buy |
19,135
+3,118
| +19% | +$183K | 0.1% | 57 |
|
|
2021
Q3 | $1.03K | Sell |
16,017
-2,442
| -13% | -$157 | 0.1% | 58 |
|
|
2021
Q2 | $1.01M | Sell |
18,459
-679
| -4% | -$37.2K | 0.1% | 61 |
|
|
2021
Q1 | $989K | Buy |
19,138
+679
| +4% | +$35.1K | 0.1% | 53 |
|
|
2020
Q4 | $836K | Buy |
18,459
+600
| +3% | +$27.2K | 0.1% | 52 |
|
|
2020
Q3 | $692K | Hold |
17,859
| – | – | 0.1% | 54 |
|
|
2020
Q2 | $658K | Hold |
17,859
| – | – | 0.1% | 47 |
|
|
2020
Q1 | $560K | Hold |
17,859
| – | – | 0.1% | 43 |
|
|
2019
Q4 | $762K | Hold |
17,859
| – | – | 0.11% | 44 |
|
|
2019
Q3 | $706K | Hold |
17,859
| – | – | 0.11% | 45 |
|
|
2019
Q2 | $698K | Hold |
17,859
| – | – | 0.11% | 47 |
|
|
2019
Q1 | $678K | Hold |
17,859
| – | – | 0.11% | 44 |
|
|
2018
Q4 | $607K | Hold |
17,859
| – | – | 0.11% | 50 |
|
|
2018
Q3 | $709K | Hold |
17,859
| – | – | 0.11% | 45 |
|
|
2018
Q2 | $667K | Buy |
+17,859
| New | +$667K | 0.11% | 47 |
|