NFP Retirement Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
51,988
+11,493
| +28% | +$282K | 0.08% | 121 |
|
|
2025
Q1 | $956K | Buy |
40,495
+4,518
| +13% | +$107K | 0.08% | 124 |
|
|
2024
Q4 | $852K | Buy |
35,977
+5,095
| +16% | +$121K | 0.07% | 135 |
|
|
2024
Q3 | $739K | Buy |
30,882
+3,588
| +13% | +$85.8K | 0.06% | 145 |
|
|
2024
Q2 | $609K | Buy |
27,294
+3,390
| +14% | +$75.7K | 0.05% | 169 |
|
|
2024
Q1 | $537K | Buy |
23,904
+12,723
| +114% | +$286K | 0.05% | 174 |
|
|
2023
Q4 | $231K | Buy |
+11,181
| New | +$231K | 0.04% | 221 |
|