Meridian Investment Counsel’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 | $284K | Buy |
11,592
+168
| +1% | +$4.12K | 0.08% | 192 |
|
|
2025
Q1 | $270K | Hold |
11,424
| – | – | 0.08% | 189 |
|
|
2024
Q4 | $271K | Sell |
11,424
-498
| -4% | -$11.8K | 0.08% | 189 |
|
|
2024
Q3 | $285K | Hold |
11,922
| – | – | 0.09% | 180 |
|
|
2024
Q2 | $266K | Hold |
11,922
| – | – | 0.08% | 184 |
|
|
2024
Q1 | $268K | Buy |
+11,922
| New | +$268K | 0.09% | 185 |
|