LFS
Legacy Financial Strategies’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 | $837K | Buy |
34,090
+925
| +3% | +$22.7K | 0.16% | 63 |
|
|
2025
Q1 | $783K | Sell |
33,165
-5,850
| -15% | -$138K | 0.17% | 58 |
|
|
2024
Q4 | $921K | Buy |
39,015
+23,545
| +152% | +$556K | 0.2% | 55 |
|
|
2024
Q3 | $1.11M | Buy |
15,470
+1,755
| +13% | +$126K | 0.24% | 47 |
|
|
2024
Q2 | $921K | Buy |
+13,715
| New | +$921K | 0.22% | 48 |
|