LPL Financial’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 | $120M | Buy |
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|
2025
Q2 | $87.1M | Buy |
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|
2025
Q1 | $60.9M | Buy |
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|
2024
Q4 | $58.9M | Buy |
|
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|
2024
Q3 | $36.8M | Buy |
|
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|
2024
Q2 | $31.6M | Buy |
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|
2024
Q1 | $29M | Buy |
|
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|
2023
Q4 | $25.2M | Buy |
|
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|
2023
Q3 | $18.8M | Buy |
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|
2023
Q2 | $16.7M | Buy |
|
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|
2023
Q1 | $15.5M | Buy |
|
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|
2022
Q4 | $14.4M | Buy |
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|
2022
Q3 | $12.7M | Sell |
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|
2022
Q2 | $16.1M | Sell |
|
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|
2022
Q1 | $35.5M | Buy |
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|
2021
Q4 | $21.8M | Buy |
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|
2021
Q3 | $13.6M | Buy |
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|
2021
Q2 | $12.7M | Buy |
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|
2021
Q1 | $11M | Buy |
|
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|
2020
Q4 | $1.53M | Sell |
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|
2020
Q3 | $1.38M | Buy |
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|
2020
Q2 | $1.28M | Buy |
|
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|
2020
Q1 | $1.08M | Buy |
|
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|
2019
Q4 | $1.42M | Buy |
|
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|
2019
Q3 | $872K | Buy |
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|
2019
Q2 | $833K | Buy |
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|
2019
Q1 | $786K | Sell |
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|
2018
Q4 | $858K | Buy |
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|
2018
Q3 | $577K | Buy |
|
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|
2018
Q2 | $506K | Buy |
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|
2018
Q1 | $466K | Buy |
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|
2017
Q4 | $335K | Buy |
|
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|
2017
Q3 | $201K | Sell |
|
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|
2017
Q2 | $246K | Sell |
|
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|
2017
Q1 | $255K | Buy |
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|
2016
Q4 | $201K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $210K | Buy |
|