Milestone Investment 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 | $8.15M | Buy |
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|
2025
Q1 | $7.78M | Sell |
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|
2024
Q4 | $8.19M | Buy |
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|
2024
Q3 | $7.52M | Buy |
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|
2024
Q2 | $6.65M | Buy |
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|
2024
Q1 | $4.59M | Buy |
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|
2023
Q4 | $2.29M | Buy |
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|
2023
Q3 | $2.01M | Buy |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $953K | Buy |
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|
2022
Q4 | $927K | Buy |
|