R.W. Roge & Company’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 | $2.15M | Sell |
|
|||||
|
2025
Q2 | $2.02M | Sell |
|
|||||
|
2025
Q1 | $1.99M | Sell |
|
|||||
|
2024
Q4 | $2.13M | Sell |
|
|||||
|
2024
Q3 | $4.3M | Sell |
|
|||||
|
2024
Q2 | $4.11M | Sell |
|
|||||
|
2024
Q1 | $4.23M | Sell |
|
|||||
|
2023
Q4 | $4.13M | Sell |
|
|||||
|
2023
Q3 | $3.57M | Sell |
|
|||||
|
2023
Q2 | $3.88M | Buy |
|
|||||
|
2023
Q1 | $3.58M | Buy |
|
|||||
|
2022
Q4 | $3.06M | Sell |
|
|||||
|
2022
Q3 | $2.96M | Sell |
|
|||||
|
2022
Q2 | $3.12M | Buy |
|
|||||
|
2022
Q1 | $2.51M | Buy |
|
|||||
|
2021
Q4 | $1.52M | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $259K | Hold |
|
|||||
|
2019
Q4 | $353K | Buy |
|