Regal Investment Advisors’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 | $424K | Sell |
17,293
-5,348
| -24% | -$131K | 0.03% | 360 |
|
|
2025
Q1 | $535K | Buy |
22,641
+59
| +0.3% | +$1.39K | 0.04% | 314 |
|
|
2024
Q4 | $535K | Buy |
22,582
+382
| +2% | +$9.05K | 0.04% | 313 |
|
|
2024
Q3 | $531K | Hold |
22,200
| – | – | 0.04% | 346 |
|
|
2024
Q2 | $496K | Buy |
22,200
+138
| +0.6% | +$3.08K | 0.03% | 362 |
|
|
2024
Q1 | $496K | Buy |
22,062
+8,100
| +58% | +$182K | 0.03% | 367 |
|
|
2023
Q4 | $288K | Buy |
+13,962
| New | +$288K | 0.02% | 427 |
|
|
2022
Q2 | – | Sell |
-12,189
| Closed | -$238K | – | 513 |
|
|
2022
Q1 | $238K | Buy |
+12,189
| New | +$238K | 0.02% | 462 |
|