MIA
Milestone Investment Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.15M | Buy |
332,021
+2,605
| +0.8% | +$63.9K | 2.13% | 18 |
|
|
2025
Q1 | $7.78M | Sell |
329,416
-16,533
| -5% | -$390K | 2.16% | 16 |
|
|
2024
Q4 | $8.19M | Buy |
345,949
+241,137
| +230% | +$5.71M | 2.23% | 13 |
|
|
2024
Q3 | $7.52M | Buy |
104,812
+5,488
| +6% | +$394K | 2.11% | 14 |
|
|
2024
Q2 | $6.65M | Buy |
99,324
+31,271
| +46% | +$2.09M | 1.77% | 19 |
|
|
2024
Q1 | $4.59M | Buy |
68,053
+31,037
| +84% | +$2.09M | 1.24% | 21 |
|
|
2023
Q4 | $2.29M | Buy |
37,016
+1,068
| +3% | +$66.2K | 0.67% | 34 |
|
|
2023
Q3 | $2.01M | Buy |
35,948
+17,661
| +97% | +$988K | 0.57% | 38 |
|
|
2023
Q2 | $1.05M | Buy |
18,287
+932
| +5% | +$53.7K | 0.33% | 41 |
|
|
2023
Q1 | $953K | Buy |
17,355
+4
| +0% | +$220 | 0.29% | 41 |
|
|
2022
Q4 | $927K | Buy |
+17,351
| New | +$927K | 0.33% | 39 |
|