Leonard Rickey Investment Advisors’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 | $38M | Sell |
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|
2025
Q2 | $35.6M | Buy |
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|
2025
Q1 | $31.8M | Buy |
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|
2024
Q4 | $32.9M | Buy |
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|
2024
Q3 | $32.7M | Buy |
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|
2024
Q2 | $30.2M | Buy |
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|
2024
Q1 | $29.8M | Buy |
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|
2023
Q4 | $27M | Buy |
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|
2023
Q3 | $23.7M | Buy |
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|
2023
Q2 | $23.3M | Buy |
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|
2023
Q1 | $21.7M | Sell |
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|
2022
Q4 | $21.2M | Buy |
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|
2022
Q3 | $18.7M | Buy |
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|
2022
Q2 | $19.1M | Buy |
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|
2022
Q1 | $18.1M | Buy |
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|
2021
Q4 | $17M | Buy |
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|
2021
Q3 | $15M | Buy |
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|
2021
Q2 | $14.4M | Buy |
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|
2021
Q1 | $8.72M | Buy |
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|
2020
Q4 | $5.54M | Buy |
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|
2020
Q3 | $4.37M | Buy |
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|
2020
Q2 | $4.01M | Buy |
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|
2020
Q1 | $2.88M | Buy |
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|
2019
Q4 | $3.53M | Sell |
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|
2019
Q3 | $3.29M | Buy |
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|
2019
Q2 | $3.19M | Buy |
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|
2019
Q1 | $2.74M | Buy |
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|
2018
Q4 | $2.21M | Sell |
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|
2018
Q3 | $3.93M | Buy |
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|
2018
Q2 | $3.61M | Buy |
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|
2018
Q1 | $3.27M | Sell |
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|
2017
Q4 | $3.44M | Buy |
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