Sandy Spring Bank’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
Q1 | $149K | Buy |
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|
2024
Q4 | $134K | Sell |
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|
2024
Q3 | $146K | Buy |
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|
2024
Q2 | $127K | Buy |
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|
2024
Q1 | $122K | Sell |
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|
2023
Q4 | $153K | Hold |
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|
2023
Q3 | $138K | Hold |
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|
2023
Q2 | $142K | Buy |
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|
2023
Q1 | $45.3K | Hold |
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|
2022
Q4 | $44K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $19K | Buy |
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|
2021
Q4 | $14K | Buy |
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|
2021
Q3 | $1K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $59K | Buy |
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