Prosperity Capital 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
$332K Sell
2025
Q2
$672K Buy
2025
Q1
$633K Sell
2024
Q4
$781K Buy
2024
Q3
$687K Buy
2024
Q2
$521K Buy
2024
Q1
$389K Buy
2023
Q4
$306K Buy