Sage Financial 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
2025
Q2
$889K Sell
2025
Q1
$867K Buy
2024
Q4
$868K Sell
2024
Q3
$885K Buy
2024
Q2
$823K Buy
2024
Q1
$768K Hold
2023
Q4
$705K Hold
2023
Q3
$637K Buy
2023
Q2
$274K Buy