Orion Portfolio Solutions’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
Q1 | $2.13M | Buy |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $874K | Sell |
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|
2024
Q1 | $960K | Buy |
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|
2023
Q4 | $861K | Sell |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $840K | Buy |
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|
2022
Q4 | $553K | Buy |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $313K | Sell |
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|
2022
Q1 | $119M | Buy |
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|
2021
Q4 | $44.1M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $5K | Hold |
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|
2020
Q1 | $4K | Sell |
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|
2019
Q4 | $12K | Buy |
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