Sage Financial Group’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 | $889K | Sell |
36,225
-510
| -1% | -$12.5K | 0.07% | 51 |
|
|
2025
Q1 | $867K | Buy |
36,735
+60
| +0.2% | +$1.42K | 0.07% | 51 |
|
|
2024
Q4 | $868K | Sell |
36,675
-303
| -0.8% | -$7.18K | 0.07% | 50 |
|
|
2024
Q3 | $885K | Buy |
36,978
+96
| +0.3% | +$2.3K | 0.07% | 52 |
|
|
2024
Q2 | $823K | Buy |
36,882
+2,715
| +8% | +$60.6K | 0.07% | 53 |
|
|
2024
Q1 | $768K | Hold |
34,167
| – | – | 0.07% | 53 |
|
|
2023
Q4 | $705K | Hold |
34,167
| – | – | 0.07% | 56 |
|
|
2023
Q3 | $637K | Buy |
34,167
+19,863
| +139% | +$371K | 0.07% | 52 |
|
|
2023
Q2 | $274K | Buy |
+14,304
| New | +$274K | 0.03% | 87 |
|