Leavell Investment Management’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 | $7.42M | Sell |
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|
2025
Q2 | $7.08M | Buy |
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|
2025
Q1 | $6.73M | Buy |
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|
2024
Q4 | $6.57M | Sell |
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|
2024
Q3 | $6.7M | Buy |
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|
2024
Q2 | $5.85M | Buy |
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|
2024
Q1 | $5.84M | Buy |
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|
2023
Q4 | $5.07M | Buy |
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|
2023
Q3 | $4.45M | Buy |
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|
2023
Q2 | $3.29M | Buy |
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|
2023
Q1 | $2.85M | Buy |
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|
2022
Q4 | $2.72M | Buy |
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|
2022
Q3 | $2.02M | Buy |
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|
2022
Q2 | $1.99M | Buy |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $964K | Buy |
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|
2021
Q3 | $448K | Buy |
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