Lowery Thomas LLC’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 | $8.62M | Sell |
351,269
-12,205
| -3% | -$300K | 5.52% | 5 |
|
|
2025
Q1 | $8.58M | Buy |
363,474
+325
| +0.1% | +$7.67K | 5.87% | 4 |
|
|
2024
Q4 | $8.6M | Buy |
363,149
+13,235
| +4% | +$313K | 5.61% | 4 |
|
|
2024
Q3 | $8.37M | Buy |
349,914
+23,595
| +7% | +$564K | 5.68% | 4 |
|
|
2024
Q2 | $7.29M | Buy |
326,319
+11,469
| +4% | +$256K | 5.32% | 6 |
|
|
2024
Q1 | $7.07M | Buy |
314,850
+24,117
| +8% | +$542K | 5.41% | 6 |
|
|
2023
Q4 | $6M | Buy |
290,733
+24,573
| +9% | +$507K | 5.15% | 6 |
|
|
2023
Q3 | $4.97M | Buy |
266,160
+10,473
| +4% | +$195K | 4.75% | 8 |
|
|
2023
Q2 | $4.91M | Buy |
255,687
+8,313
| +3% | +$160K | 4.82% | 7 |
|
|
2023
Q1 | $4.53M | Sell |
247,374
-4,242
| -2% | -$77.7K | 4.99% | 6 |
|
|
2022
Q4 | $4.48M | Buy |
+251,616
| New | +$4.48M | 5.38% | 6 |
|