McAdam LLC’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
Q2 | $203M | Buy |
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|
2025
Q1 | $191M | Sell |
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|
2024
Q4 | $216M | Buy |
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|
2024
Q3 | $209M | Buy |
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|
2024
Q2 | $184M | Buy |
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|
2024
Q1 | $174M | Buy |
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|
2023
Q4 | $151M | Buy |
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|
2023
Q3 | $131M | Buy |
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|
2023
Q2 | $128M | Buy |
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|
2023
Q1 | $116M | Buy |
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|
2022
Q4 | $111M | Sell |
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|
2022
Q3 | $98.8M | Buy |
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|
2022
Q2 | $101M | Sell |
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|
2022
Q1 | $121M | Buy |
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|
2021
Q4 | $111M | Buy |
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|
2021
Q3 | $95.4M | Buy |
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|
2021
Q2 | $93.1M | Buy |
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|
2021
Q1 | $76.2M | Buy |
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|
2020
Q4 | $65.9M | Buy |
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|
2020
Q3 | $52.2M | Buy |
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|
2020
Q2 | $47.6M | Buy |
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|
2020
Q1 | $38.8M | Buy |
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|
2019
Q4 | $48.2M | Buy |
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|
2019
Q3 | $42.7M | Buy |
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|
2019
Q2 | $38.5M | Buy |
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|
2019
Q1 | $34.9M | Buy |
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|
2018
Q4 | $29.5M | Buy |
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|
2018
Q3 | $31.6M | Buy |
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|
2018
Q2 | $27.8M | Buy |
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|
2018
Q1 | $24.4M | Buy |
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|
2017
Q4 | $18.5M | Hold |
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|
2017
Q3 | $18.5M | Buy |
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|
2017
Q2 | $16M | Buy |
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|
2017
Q1 | $14.5M | Buy |
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|
2016
Q4 | $13.9M | Buy |
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