OneDigital Investment Advisors’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 | $14M | Sell |
|
|||||
|
2025
Q2 | $13.4M | Sell |
|
|||||
|
2025
Q1 | $12.9M | Sell |
|
|||||
|
2024
Q4 | $14M | Buy |
|
|||||
|
2024
Q3 | $13.6M | Sell |
|
|||||
|
2024
Q2 | $13M | Buy |
|
|||||
|
2024
Q1 | $1.15M | Buy |
|
|||||
|
2023
Q4 | $991K | Buy |
|
|||||
|
2023
Q3 | $564K | Buy |
|
|||||
|
2023
Q2 | $577K | Sell |
|
|||||
|
2023
Q1 | $556K | Buy |
|
|||||
|
2022
Q4 | $536K | Sell |
|
|||||
|
2022
Q3 | $492K | Buy |
|
|||||
|
2022
Q2 | $516K | Sell |
|
|||||
|
2022
Q1 | $863K | Buy |
|
|||||
|
2021
Q4 | $593K | Buy |
|
|||||
|
2021
Q3 | $546K | Buy |
|
|||||
|
2021
Q2 | $525K | Buy |
|
|||||
|
2021
Q1 | $491K | Buy |
|
|||||
|
2020
Q4 | $428K | Hold |
|
|||||
|
2020
Q3 | $366K | Hold |
|
|||||
|
2020
Q2 | $348K | Sell |
|
|||||
|
2020
Q1 | $296K | Buy |
|
|||||
|
2019
Q4 | $365K | Hold |
|
|||||
|
2019
Q3 | $338K | Sell |
|
|||||
|
2019
Q2 | $744K | Buy |
|
|||||
|
2019
Q1 | $361K | Sell |
|
|||||
|
2018
Q4 | $371K | Buy |
|
|||||
|
2018
Q3 | $62K | Buy |
|