Lee Financial’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 | $62.6M | Sell |
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|
2025
Q2 | $59.1M | Sell |
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|
2025
Q1 | $58.8M | Sell |
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|
2024
Q4 | $59M | Sell |
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|
2024
Q3 | $59.7M | Sell |
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|
2024
Q2 | $56.1M | Buy |
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|
2024
Q1 | $54.5M | Sell |
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|
2023
Q4 | $50.5M | Buy |
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|
2023
Q3 | $45.1M | Sell |
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|
2023
Q2 | $48.6M | Buy |
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|
2023
Q1 | $42.2M | Buy |
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|
2022
Q4 | $40M | Sell |
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|
2022
Q3 | $36.3M | Buy |
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|
2022
Q2 | $38.2M | Buy |
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|
2022
Q1 | $34.3M | Buy |
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|
2021
Q4 | $30.5M | Buy |
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|
2021
Q3 | $26.2M | Buy |
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|
2021
Q2 | $14M | Buy |
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|
2021
Q1 | $2.64M | Buy |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $0 | Hold |
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|
2020
Q2 | $0 | Buy |
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