Main Street Financial Solutions’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 | $4.05M | Sell |
164,930
-15,603
| -9% | -$383K | 0.29% | 73 |
|
|
2025
Q1 | $4.26M | Buy |
+180,533
| New | +$4.26M | 0.37% | 56 |
|
|
2024
Q4 | – | Sell |
-188,838
| Closed | -$4.52M | – | 500 |
|
|
2024
Q3 | $4.52M | Buy |
188,838
+92,829
| +97% | +$2.22M | 0.41% | 46 |
|
|
2024
Q2 | $2.14M | Buy |
96,009
+48,171
| +101% | +$1.08M | 0.2% | 101 |
|
|
2024
Q1 | $1.07M | Buy |
+47,838
| New | +$1.07M | 0.11% | 168 |
|