Roof Eidam Maycock Peralta (REMP)’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 | $2.65M | Sell |
108,119
-3,367
| -3% | -$82.6K | 0.65% | 34 |
|
|
2025
Q1 | $2.63M | Sell |
111,486
-55,025
| -33% | -$1.3M | 0.7% | 30 |
|
|
2024
Q4 | $3.94M | Sell |
166,511
-2,827
| -2% | -$66.9K | 1.02% | 21 |
|
|
2024
Q3 | $4.05M | Buy |
169,338
+42,411
| +33% | +$1.01M | 1.03% | 22 |
|
|
2024
Q2 | $2.83M | Sell |
126,927
-2,250
| -2% | -$50.2K | 0.77% | 27 |
|
|
2024
Q1 | $2.9M | Sell |
129,177
-4,209
| -3% | -$94.5K | 0.8% | 26 |
|
|
2023
Q4 | $2.75M | Sell |
133,386
-10,929
| -8% | -$226K | 0.83% | 23 |
|
|
2023
Q3 | $2.69M | Sell |
144,315
-8,547
| -6% | -$159K | 0.89% | 24 |
|
|
2023
Q2 | $2.93M | Sell |
152,862
-30,852
| -17% | -$592K | 0.98% | 23 |
|
|
2023
Q1 | $3.36M | Buy |
183,714
+141,540
| +336% | +$2.59M | 1.24% | 19 |
|
|
2022
Q4 | $751K | Sell |
42,174
-5,712
| -12% | -$102K | 0.27% | 65 |
|
|
2022
Q3 | $762K | Buy |
+47,886
| New | +$762K | 0.28% | 62 |
|
|
2015
Q2 | – | Sell |
-531,390
| Closed | -$5.31M | – | 90 |
|
|
2015
Q1 | $5.31M | Sell |
531,390
-39,750
| -7% | -$398K | 4.29% | 5 |
|
|
2014
Q4 | $5.73M | Buy |
+571,140
| New | +$5.73M | 4.83% | 5 |
|