Raleigh Capital 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
Q1
Sell
-95
Closed -$2.24K 738
2024
Q4
$2.24K Buy
95
+2
+2% +$47 ﹤0.01% 821
2024
Q3
$2.25K Hold
93
﹤0.01% 808
2024
Q2
$2.09K Hold
93
﹤0.01% 780
2024
Q1
$2.1K Buy
+93
New +$2.1K ﹤0.01% 758
2023
Q4
Sell
-102
Closed -$1.9K 1128
2023
Q3
$1.9K Hold
102
﹤0.01% 779
2023
Q2
$1.94K Hold
102
﹤0.01% 733
2023
Q1
$1.85K Buy
102
+3
+3% +$54 ﹤0.01% 772
2022
Q4
$1.79K Hold
99
﹤0.01% 694
2022
Q3
$2K Hold
99
﹤0.01% 645
2022
Q2
$2K Hold
99
﹤0.01% 536
2022
Q1
$2K Buy
+99
New +$2K ﹤0.01% 540