LWA
Lowe Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-195
| Closed | -$13.1K | – | 319 |
|
|
2024
Q1 | $13.1K | Hold |
195
| – | – | 0.01% | 196 |
|
|
2023
Q4 | $12.1K | Hold |
195
| – | – | 0.01% | 198 |
|
|
2023
Q3 | $10.9K | Hold |
195
| – | – | 0.01% | 199 |
|
|
2023
Q2 | $11.2K | Hold |
195
| – | – | 0.01% | 207 |
|
|
2023
Q1 | $10.7K | Hold |
195
| – | – | 0.01% | 202 |
|
|
2022
Q4 | $10.4K | Hold |
195
| – | – | 0.01% | 213 |
|
|
2022
Q3 | $9K | Hold |
195
| – | – | 0.01% | 201 |
|
|
2022
Q2 | $10K | Hold |
195
| – | – | 0.01% | 186 |
|
|
2022
Q1 | $11K | Buy |
+195
| New | +$11K | 0.01% | 193 |
|