RDFA
Ritter Daniher Financial Advisory’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,325
| Closed | -$72.8K | – | 337 |
|
|
2023
Q1 | $72.8K | Buy |
+1,325
| New | +$72.8K | 0.03% | 112 |
|
|
2022
Q4 | – | Sell |
-63
| Closed | -$3K | – | 299 |
|
|
2022
Q3 | $3K | Hold |
63
| – | – | ﹤0.01% | 210 |
|
|
2022
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 210 |
|
|
2022
Q1 | $4K | Sell |
63
-51
| -45% | -$3.24K | ﹤0.01% | 202 |
|
|
2021
Q4 | $7K | Buy |
+114
| New | +$7K | ﹤0.01% | 174 |
|