Quadcap Wealth Management’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 | $9.29M | Buy |
378,479
+10,511
| +3% | +$258K | 1.18% | 14 |
|
|
2025
Q1 | $8.69M | Sell |
367,968
-485,419
| -57% | -$11.5M | 1.26% | 11 |
|
|
2024
Q4 | $20.2M | Buy |
853,387
+134,482
| +19% | +$3.18M | 2.97% | 5 |
|
|
2024
Q3 | $17.2M | Buy |
718,905
+144,636
| +25% | +$3.46M | 2.69% | 4 |
|
|
2024
Q2 | $12.8M | Buy |
574,269
+113,766
| +25% | +$2.54M | 2.31% | 4 |
|
|
2024
Q1 | $10.3M | Buy |
460,503
+196,302
| +74% | +$4.41M | 2.35% | 6 |
|
|
2023
Q4 | $5.45M | Buy |
+264,201
| New | +$5.45M | 1.41% | 10 |
|