Pin Oak Investment Advisors’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 | $68K | Buy |
+2,922
| New | +$68K | 0.06% | 172 |
|
|
2022
Q1 | – | Sell |
-84
| Closed | -$2K | – | 429 |
|
|
2021
Q4 | $2K | Hold |
84
| – | – | ﹤0.01% | 397 |
|
|
2021
Q3 | $2K | Hold |
84
| – | – | ﹤0.01% | 375 |
|
|
2021
Q2 | $2K | Hold |
84
| – | – | ﹤0.01% | 373 |
|
|
2021
Q1 | $1K | Hold |
84
| – | – | ﹤0.01% | 389 |
|
|
2020
Q4 | $1K | Hold |
84
| – | – | ﹤0.01% | 409 |
|
|
2020
Q3 | $1K | Buy |
+84
| New | +$1K | ﹤0.01% | 382 |
|