LGWM
Litman Gregory Wealth Management’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 | $525K | Buy |
21,404
+2,629
| +14% | +$64.5K | 0.04% | 93 |
|
|
2025
Q1 | $443K | Buy |
18,775
+607
| +3% | +$14.3K | 0.04% | 97 |
|
|
2024
Q4 | $430K | Buy |
18,168
+13,787
| +315% | +$326K | 0.04% | 93 |
|
|
2024
Q3 | $314K | Buy |
4,381
+57
| +1% | +$4.09K | 0.03% | 112 |
|
|
2024
Q2 | $290K | Hold |
4,324
| – | – | 0.03% | 112 |
|
|
2024
Q1 | $291K | Hold |
4,324
| – | – | 0.03% | 110 |
|
|
2023
Q4 | $268K | Buy |
4,324
+100
| +2% | +$6.19K | 0.03% | 110 |
|
|
2023
Q3 | $236K | Hold |
4,224
| – | – | 0.02% | 113 |
|
|
2023
Q2 | $243K | Buy |
+4,224
| New | +$243K | 0.03% | 78 |
|
|
2023
Q1 | – | Sell |
-3,916
| Closed | -$209K | – | 57 |
|
|
2022
Q4 | $209K | Sell |
3,916
-1,691
| -30% | -$90.4K | 0.03% | 76 |
|
|
2022
Q3 | $268K | Hold |
5,607
| – | – | 0.04% | 71 |
|
|
2022
Q2 | $285K | Buy |
+5,607
| New | +$285K | 0.04% | 79 |
|
|
2022
Q1 | – | Sell |
-3,972
| Closed | -$233K | – | 63 |
|
|
2021
Q4 | $233K | Sell |
3,972
-408
| -9% | -$23.9K | 0.04% | 74 |
|
|
2021
Q3 | $236K | Buy |
4,380
+4,140
| +1,725% | +$223K | 0.04% | 68 |
|
|
2021
Q2 | $240 | Sell |
240
-4,033
| -94% | -$4.03K | 0.04% | 69 |
|
|
2021
Q1 | $221K | Buy |
4,273
+408
| +11% | +$21.1K | 0.04% | 58 |
|
|
2020
Q4 | $175K | Hold |
3,865
| – | – | 0.03% | 63 |
|
|
2020
Q3 | $150K | Hold |
3,865
| – | – | 0.03% | 60 |
|
|
2020
Q2 | $142K | Hold |
3,865
| – | – | 0.03% | 59 |
|
|
2020
Q1 | $121K | Sell |
3,865
-3,006
| -44% | -$94.1K | 0.03% | 56 |
|
|
2019
Q4 | $293K | Buy |
+6,871
| New | +$293K | 0.07% | 43 |
|