NorthRock 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
2025
Q3
Sell
2025
Q2
$222K Sell
2025
Q1
$233K Buy
2024
Q4
$209K Buy
2024
Q3
$171K Hold
2024
Q2
$160K Buy
2024
Q1
$3.98K Hold
2023
Q4
$3.65K Buy