Retirement Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $128K | Hold |
|
|||||
|
2023
Q4 | $118K | Hold |
|
|||||
|
2023
Q3 | $106K | Hold |
|
|||||
|
2023
Q2 | $109K | Buy |
|
|||||
|
2023
Q1 | $25K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $23K | Hold |
|
|||||
|
2021
Q2 | $23K | Hold |
|
|||||
|
2021
Q1 | $22K | Hold |
|
|||||
|
2020
Q4 | $19K | Buy |
|
|||||
|
2020
Q3 | $1K | Sell |
|
|||||
|
2020
Q2 | $14K | Buy |
|
|||||
|
2019
Q4 | $63K | Buy |
|