Red Tortoise LLC’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 | $6.79M | Buy |
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|
2025
Q2 | $6.07M | Buy |
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|
2025
Q1 | $5.66M | Buy |
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|
2024
Q4 | $5.14M | Sell |
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|
2024
Q3 | $5.31M | Buy |
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|
2024
Q2 | $4.91M | Sell |
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|
2024
Q1 | $4.94M | Sell |
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|
2023
Q4 | $4.59M | Buy |
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|
2023
Q3 | $3.84M | Buy |
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|
2023
Q2 | $3.84M | Buy |
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|
2023
Q1 | $3.65M | Sell |
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|
2022
Q4 | $3.92M | Buy |
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|
2022
Q2 | $3.74M | Buy |
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|
2022
Q1 | $4.17M | Buy |
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|
2021
Q4 | $4.05M | Sell |
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|
2021
Q3 | $3.51M | Buy |
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