Legend Financial Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.39M | Sell |
382,532
-3,337
| -0.9% | -$81.9K | 6.24% | 4 |
|
|
2025
Q1 | $9.11M | Sell |
385,869
-22,556
| -6% | -$533K | 6.69% | 4 |
|
|
2024
Q4 | $9.67M | Sell |
408,425
-5,083
| -1% | -$120K | 6.82% | 5 |
|
|
2024
Q3 | $9.89M | Sell |
413,508
-6,090
| -1% | -$146K | 6.83% | 6 |
|
|
2024
Q2 | $9.37M | Buy |
419,598
+18,366
| +5% | +$410K | 6.65% | 5 |
|
|
2024
Q1 | $9.01M | Buy |
401,232
+9,189
| +2% | +$206K | 6.53% | 6 |
|
|
2023
Q4 | $8.09M | Sell |
392,043
-2,985
| -0.8% | -$61.6K | 6.51% | 5 |
|
|
2023
Q3 | $7.37M | Sell |
395,028
-2,319
| -0.6% | -$43.3K | 6.29% | 6 |
|
|
2023
Q2 | $7.63M | Sell |
397,347
-291
| -0.1% | -$5.58K | 6.36% | 6 |
|
|
2023
Q1 | $7.28M | Buy |
397,638
+1,812
| +0.5% | +$33.2K | 6.11% | 7 |
|
|
2022
Q4 | $7.05M | Sell |
395,826
-5,355
| -1% | -$95.4K | 6.16% | 7 |
|
|
2022
Q3 | $6.39M | Buy |
401,181
+31,557
| +9% | +$502K | 6% | 8 |
|
|
2022
Q2 | $6.27M | Buy |
+369,624
| New | +$6.27M | 6.48% | 6 |
|