Litman Gregory Wealth Management’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 | $563K | Hold |
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|
2025
Q2 | $525K | Buy |
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|
2025
Q1 | $443K | Buy |
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|
2024
Q4 | $430K | Buy |
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|
2024
Q3 | $314K | Buy |
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|
2024
Q2 | $290K | Hold |
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|
2024
Q1 | $291K | Hold |
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|
2023
Q4 | $268K | Buy |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $243K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $209K | Sell |
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|
2022
Q3 | $268K | Hold |
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $233K | Sell |
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|
2021
Q3 | $236K | Buy |
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|
2021
Q2 | $240 | Sell |
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|
2021
Q1 | $221K | Buy |
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|
2020
Q4 | $175K | Hold |
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|
2020
Q3 | $150K | Hold |
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|
2020
Q2 | $142K | Hold |
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|
2020
Q1 | $121K | Sell |
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|
2019
Q4 | $293K | Buy |
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