Reilly Financial 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
2021
Q4
$37K Buy
1,878
+651
+53% +$12.8K ﹤0.01% 451
2021
Q3
$22K Buy
1,227
+135
+12% +$2.42K ﹤0.01% 503
2021
Q2
$20K Buy
+1,092
New +$20K ﹤0.01% 549
2018
Q4
Sell
-315
Closed -$4K 969
2018
Q3
$4K Buy
+315
New +$4K ﹤0.01% 857