Northwest Capital Management’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 | $774K | Buy |
+31,520
| New | +$774K | 0.42% | 55 |
|
2024
Q2 | – | Sell |
-7,215
| Closed | -$162K | – | 500 |
|
2024
Q1 | $162K | Hold |
7,215
| – | – | 0.05% | 144 |
|
2023
Q4 | $149K | Hold |
7,215
| – | – | 0.05% | 146 |
|
2023
Q3 | $135K | Hold |
7,215
| – | – | 0.05% | 141 |
|
2023
Q2 | $138K | Buy |
+7,215
| New | +$138K | 0.06% | 139 |
|