Pacific Wealth Strategies Group’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 | $360K | Sell |
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|
2025
Q2 | $346K | Sell |
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|
2025
Q1 | $6.29M | Buy |
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|
2024
Q4 | $6.24M | Buy |
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|
2024
Q3 | $6.21M | Buy |
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|
2024
Q2 | $5.4M | Buy |
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|
2024
Q1 | $5.3M | Buy |
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|
2023
Q4 | $4.68M | Buy |
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|
2023
Q3 | $4.12M | Buy |
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|
2023
Q2 | $3.56M | Buy |
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|
2023
Q1 | $3.32M | Sell |
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|
2022
Q4 | $3.47M | Buy |
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|
2022
Q3 | $3.07M | Sell |
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|
2022
Q2 | $3.87M | Sell |
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|
2022
Q1 | $9.83M | Buy |
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|
2021
Q4 | $8.95M | Buy |
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|
2021
Q3 | $7.58M | Buy |
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|
2021
Q2 | $7.31M | Buy |
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|
2021
Q1 | $6.77M | Buy |
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|
2020
Q4 | $5.05M | Buy |
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|
2020
Q3 | $3.21M | Buy |
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|
2020
Q2 | $1.34M | Buy |
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