MidAtlantic Capital Management’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 | $1.29M | Buy |
52,401
+677
| +1% | +$16.6K | 0.91% | 31 |
|
|
2025
Q1 | $1.22M | Sell |
51,724
-3,139
| -6% | -$74.1K | 0.96% | 29 |
|
|
2024
Q4 | $1.3M | Buy |
54,863
+5,012
| +10% | +$119K | 0.95% | 24 |
|
|
2024
Q3 | $1.19M | Buy |
49,851
+1,479
| +3% | +$35.4K | 0.87% | 28 |
|
|
2024
Q2 | $1.08M | Buy |
48,372
+3,294
| +7% | +$73.5K | 0.91% | 26 |
|
|
2024
Q1 | $1.01M | Buy |
45,078
+2,535
| +6% | +$56.9K | 0.89% | 24 |
|
|
2023
Q4 | $878K | Buy |
+42,543
| New | +$878K | 0.85% | 26 |
|