Rothschild Investment LLC’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 | $186K | Hold |
7,584
| – | – | 0.01% | 525 |
|
|
2025
Q1 | $179K | Hold |
7,584
| – | – | 0.01% | 525 |
|
|
2024
Q4 | $180K | Hold |
7,584
| – | – | 0.01% | 526 |
|
|
2024
Q3 | $181K | Hold |
7,584
| – | – | 0.01% | 531 |
|
|
2024
Q2 | $169K | Hold |
7,584
| – | – | 0.01% | 524 |
|
|
2024
Q1 | $170K | Hold |
7,584
| – | – | 0.01% | 500 |
|
|
2023
Q4 | $157K | Buy |
+7,584
| New | +$157K | 0.01% | 458 |
|