Mather Group’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 | $460K | Buy |
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|
2025
Q2 | $409K | Buy |
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|
2025
Q1 | $383K | Sell |
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|
2024
Q4 | $391K | Hold |
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|
2024
Q3 | $395K | Sell |
|
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|
2024
Q2 | $382K | Buy |
|
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|
2024
Q1 | $329K | Buy |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $298K | Buy |
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $265K | Hold |
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|
2022
Q4 | $258K | Hold |
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|
2022
Q3 | $231K | Buy |
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|
2022
Q2 | $243K | Hold |
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|
2022
Q1 | $279K | Hold |
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|
2021
Q4 | $280K | Buy |
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|
2021
Q3 | $255K | Hold |
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|
2021
Q2 | $259K | Buy |
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