Newman Dignan & Sheerar Inc’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
Q3 | $380K | Sell |
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|
2025
Q2 | $396K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $458K | Buy |
|
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|
2024
Q2 | $389K | Sell |
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|
2024
Q1 | $412K | Sell |
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|
2023
Q4 | $411K | Buy |
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|
2023
Q3 | $341K | Sell |
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|
2023
Q2 | $379K | Buy |
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|
2023
Q1 | $359K | Sell |
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|
2022
Q4 | $363K | Buy |
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|
2022
Q3 | $323 | Sell |
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|
2022
Q2 | $355K | Sell |
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|
2022
Q1 | $436 | Buy |
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|
2021
Q4 | $431K | Buy |
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|
2021
Q3 | $394K | Buy |
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|
2021
Q2 | $375K | Sell |
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|
2021
Q1 | $358K | Sell |
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|
2020
Q4 | $245 | Buy |
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|
2020
Q3 | $211K | Buy |
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|
2020
Q2 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $263 | Buy |
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|
2019
Q3 | $241K | Buy |
|
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|
2019
Q2 | $237 | Sell |
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|
2019
Q1 | $245K | Sell |
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|
2018
Q4 | $227 | Sell |
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|
2018
Q3 | $272K | Buy |
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|
2018
Q2 | $251 | Sell |
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|
2018
Q1 | $255K | Sell |
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|
2017
Q4 | $270K | Sell |
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|
2017
Q3 | $296K | Sell |
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|
2017
Q2 | $1.27M | Sell |
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|
2017
Q1 | $1.3K | Sell |
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|
2016
Q4 | $1.34M | Sell |
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|
2016
Q3 | $1.31M | Buy |
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|
2016
Q2 | $1.25M | Buy |
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|
2016
Q1 | $1.15M | Buy |
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|
2015
Q4 | $1.07M | Buy |
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|
2015
Q3 | $965K | Sell |
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|
2015
Q2 | $1.07M | Buy |
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|
2015
Q1 | $1.05M | Buy |
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|
2014
Q4 | $998 | Buy |
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|
2014
Q3 | $798K | Buy |
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|
2014
Q2 | $664 | Buy |
|