Moller Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $29.8M | Sell |
958,661
-2,385
| -0.2% | -$72K | 5.39% | 6 |
|
|
2026
Q1 | $26.8M | Buy |
961,046
+34,465
| +4% | +$977K | 5.28% | 6 |
|
|
2025
Q4 | $25.2M | Sell |
926,581
-12,152
| -1% | -$325K | 5.28% | 5 |
|
|
2025
Q3 | $24.7M | Buy |
938,733
+64,831
| +7% | +$1.65M | 5.15% | 6 |
|
|
2025
Q2 | $21.4M | Buy |
873,902
+62,562
| +8% | +$1.46M | 4.74% | 7 |
|
|
2025
Q1 | $19.2M | Buy |
811,340
+44,825
| +6% | +$1.08M | 4.74% | 7 |
|
|
2024
Q4 | $18.2M | Sell |
766,515
-26,931
| -3% | -$653K | 4.77% | 7 |
|
|
2024
Q3 | $19M | Sell |
793,446
-123
| -0% | -$2.83K | 4.74% | 7 |
|
|
2024
Q2 | $17.7M | Sell |
793,569
-132
| -0% | -$2.91K | 4.73% | 7 |
|
|
2024
Q1 | $17.8M | Sell |
793,701
-29,631
| -4% | -$630K | 4.83% | 7 |
|
|
2023
Q4 | $17M | Buy |
823,332
+34,533
| +4% | +$664K | 4.79% | 8 |
|
|
2023
Q3 | $14.7M | Sell |
788,799
-7,401
| -0.9% | -$143K | 4.68% | 7 |
|
|
2023
Q2 | $15.3M | Sell |
796,200
-12,024
| -1% | -$222K | 4.67% | 8 |
|
|
2023
Q1 | $14.8M | Buy |
808,224
+44,601
| +6% | +$818K | 4.56% | 8 |
|
|
2022
Q4 | $13.6M | Buy |
763,623
+29,007
| +4% | +$513K | 4.37% | 8 |
|
|
2022
Q3 | $11.7M | Buy |
734,616
+10,575
| +1% | +$187K | 4.21% | 9 |
|
|
2022
Q2 | $12.3M | Buy |
724,041
+48,213
| +7% | +$888K | 4.17% | 9 |
|
|
2022
Q1 | $13.2M | Buy |
675,828
+1,359
| +0.2% | +$26.2K | 4.1% | 9 |
|
|
2021
Q4 | $13.2M | Sell |
674,469
-11,619
| -2% | -$221K | 4.2% | 8 |
|
|
2021
Q3 | $12.3M | Buy |
686,088
+17,232
| +3% | +$316K | 4.08% | 8 |
|
|
2021
Q2 | $12.2M | Buy |
668,856
+4,392
| +0.7% | +$79.4K | 4.01% | 8 |
|
|
2021
Q1 | $11.4M | Buy |
664,464
+126,855
| +24% | +$2.07M | 3.99% | 8 |
|
|
2020
Q4 | $8.12M | Buy |
537,609
+10,995
| +2% | +$155K | 3.36% | 11 |
|
|
2020
Q3 | $6.8M | Sell |
526,614
-26,946
| -5% | -$350K | 3.05% | 13 |
|
|
2020
Q2 | $6.8M | Sell |
553,560
-153,357
| -22% | -$1.81M | 2.97% | 13 |
|
|
2020
Q1 | $7.38M | Buy |
706,917
+145,290
| +26% | +$1.89M | 3.82% | 12 |
|
|
2019
Q4 | $7.99M | Buy |
561,627
+102,711
| +22% | +$1.4M | 3.54% | 11 |
|
|
2019
Q3 | $6.05M | Buy |
458,916
+170,751
| +59% | +$2.23M | 2.93% | 11 |
|
|
2019
Q2 | $3.76M | Buy |
288,165
+234,390
| +436% | +$3M | 1.93% | 13 |
|
|
2019
Q1 | $680K | Buy |
+53,775
| New | +$661K | 0.3% | 28 |
|
Other funds holding FNDX
SEIA
CST
GAM
DC
PS
EWP
HWP
EF
VH
SL