Madison 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
2023
Q3
$5.23M Buy
2023
Q2
$4.96M Buy
2023
Q1
$4.54M Sell
2022
Q4
$4.48M Sell
2022
Q3
$4.04M Buy
2022
Q2
$4.03M Buy
2022
Q1
$3.95M Buy
2021
Q4
$3.51M Buy
2021
Q3
$2.96M Buy
2021
Q2
$2.87M Buy
2021
Q1
$2.13M Buy
2020
Q4
$1.7M Buy
2020
Q3
$1.34M Buy
2020
Q2
$1.12M Buy
2020
Q1
$673K Sell
2019
Q4
$1.82M Buy