Nalls Sherbakoff Group’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
2023
Q4
$1.46M Buy
70,710
+351
+0.5% +$7.25K 1.3% 18
2023
Q3
$1.31M Sell
70,359
-1,719
-2% -$32.1K 1.28% 17
2023
Q2
$1.3M Sell
72,078
-114
-0.2% -$2.06K 1.28% 17
2023
Q1
$1.31M Buy
+72,192
New +$1.31M 1.3% 15
2018
Q4
$1.14M Buy
+100,194
New +$1.14M 1.81% 10