P.J. Schmidt Investment Management (PJS)’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
Q2 | $6.56M | Sell |
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|
2025
Q1 | $7.75M | Sell |
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|
2024
Q4 | $8.02M | Buy |
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|
2024
Q3 | $7.81M | Buy |
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|
2024
Q2 | $7.09M | Buy |
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|
2024
Q1 | $6.62M | Sell |
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|
2023
Q4 | $6.2M | Sell |
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|
2023
Q3 | $5.56M | Buy |
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|
2023
Q2 | $4.94M | Buy |
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|
2023
Q1 | $4.47M | Buy |
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|
2022
Q4 | $3.35M | Buy |
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|
2022
Q3 | $890K | Buy |
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|
2022
Q2 | $604K | Buy |
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|
2022
Q1 | $357K | Buy |
|