Rice Partnership’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 | $16.3K | Hold |
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|
2025
Q2 | $15.2K | Hold |
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|
2025
Q1 | $14.6K | Sell |
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|
2024
Q4 | $77.8K | Sell |
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|
2024
Q3 | $112K | Buy |
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|
2024
Q2 | $11.3K | Sell |
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|
2024
Q1 | $20.8K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $27K | Hold |
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|
2021
Q4 | $27K | Hold |
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|
2021
Q3 | $24K | Hold |
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|
2021
Q2 | $25K | Buy |
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