Plante Moran Financial Advisors’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 | $154K | Hold |
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|
2025
Q2 | $144K | Sell |
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|
2025
Q1 | $181K | Hold |
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|
2024
Q4 | $182K | Hold |
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|
2024
Q3 | $184K | Hold |
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|
2024
Q2 | $172K | Sell |
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|
2024
Q1 | $180K | Buy |
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|
2023
Q4 | $159K | Buy |
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|
2023
Q3 | $109K | Buy |
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|
2023
Q2 | $103K | Hold |
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|
2023
Q1 | $98.1K | Sell |
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|
2022
Q4 | $199K | Buy |
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|
2022
Q3 | $97K | Buy |
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|
2022
Q2 | $8K | Sell |
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|
2022
Q1 | $45K | Buy |
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|
2021
Q4 | $23K | Hold |
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|
2021
Q3 | $21K | Buy |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $20K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $5K | Sell |
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|
2018
Q3 | $68K | Hold |
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|
2018
Q2 | $64K | Sell |
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|
2018
Q1 | $94K | Hold |
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|
2017
Q4 | $96K | Hold |
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|
2017
Q3 | $91K | Buy |
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