&Partners’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 | $3.91M | Buy |
159,276
+11,192
| +8% | +$275K | 0.03% | 434 |
|
|
2025
Q1 | $3.46M | Buy |
148,084
+17,306
| +13% | +$405K | 0.04% | 384 |
|
|
2024
Q4 | $3.11M | Buy |
130,778
+29,708
| +29% | +$707K | 0.04% | 374 |
|
|
2024
Q3 | $2.43M | Buy |
101,070
+51,801
| +105% | +$1.25M | 0.05% | 328 |
|
|
2024
Q2 | $1.1M | Buy |
+49,269
| New | +$1.1M | 0.05% | 321 |
|