MCF Advisors’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 | $274K | Hold |
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|
2025
Q1 | $264K | Hold |
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|
2024
Q4 | $265K | Hold |
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|
2024
Q3 | $267K | Sell |
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|
2024
Q2 | $261K | Buy |
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|
2024
Q1 | $251K | Hold |
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|
2023
Q4 | $231K | Hold |
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|
2023
Q3 | $209K | Buy |
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|
2023
Q2 | $174K | Hold |
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|
2023
Q1 | $166K | Hold |
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|
2022
Q4 | $161K | Buy |
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|
2022
Q3 | $137K | Hold |
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|
2022
Q2 | $146K | Sell |
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|
2022
Q1 | $195K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $17K | Sell |
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|
2021
Q2 | $82K | Buy |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $14K | Hold |
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|
2020
Q3 | $12K | Hold |
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|
2020
Q2 | $11K | Hold |
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|
2020
Q1 | $10K | Hold |
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|
2019
Q4 | $13K | Hold |
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|
2019
Q3 | $12K | Hold |
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|
2019
Q2 | $12K | Buy |
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