Savant Capital’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 | $3.03M | Buy |
123,610
+7,795
| +7% | +$191K | 0.02% | 438 |
|
|
2025
Q1 | $2.73M | Buy |
115,815
+7,170
| +7% | +$169K | 0.02% | 422 |
|
|
2024
Q4 | $2.57M | Buy |
108,645
+6,408
| +6% | +$152K | 0.02% | 379 |
|
|
2024
Q3 | $2.45M | Buy |
102,237
+4,785
| +5% | +$114K | 0.02% | 372 |
|
|
2024
Q2 | $2.18M | Buy |
97,452
+5,505
| +6% | +$123K | 0.02% | 349 |
|
|
2024
Q1 | $2.07M | Sell |
91,947
-4,062
| -4% | -$91.2K | 0.02% | 347 |
|
|
2023
Q4 | $1.98M | Buy |
96,009
+23,562
| +33% | +$486K | 0.03% | 291 |
|
|
2023
Q3 | $1.35M | Buy |
72,447
+8,319
| +13% | +$155K | 0.02% | 334 |
|
|
2023
Q2 | $1.23M | Buy |
64,128
+1,902
| +3% | +$36.5K | 0.02% | 337 |
|
|
2023
Q1 | $1.14M | Buy |
62,226
+3
| +0% | +$55 | 0.02% | 305 |
|
|
2022
Q4 | $1.11M | Sell |
62,223
-30,105
| -33% | -$536K | 0.03% | 245 |
|
|
2022
Q3 | $1.47M | Buy |
92,328
+33,600
| +57% | +$535K | 0.05% | 187 |
|
|
2022
Q2 | $996K | Buy |
58,728
+19,863
| +51% | +$337K | 0.03% | 230 |
|
|
2022
Q1 | $758K | Sell |
38,865
-36
| -0.1% | -$702 | 0.02% | 284 |
|
|
2021
Q4 | $760K | Buy |
38,901
+3,264
| +9% | +$63.8K | 0.02% | 278 |
|
|
2021
Q3 | $641K | Sell |
35,637
-378
| -1% | -$6.8K | 0.02% | 283 |
|
|
2021
Q2 | $657K | Sell |
36,015
-1,434
| -4% | -$26.2K | 0.03% | 265 |
|
|
2021
Q1 | $645K | Sell |
37,449
-3,258
| -8% | -$56.1K | 0.03% | 248 |
|
|
2020
Q4 | $615K | Sell |
40,707
-207
| -0.5% | -$3.13K | 0.04% | 244 |
|
|
2020
Q3 | $528K | Buy |
40,914
+1,269
| +3% | +$16.4K | 0.04% | 247 |
|
|
2020
Q2 | $487K | Sell |
39,645
-3,636
| -8% | -$44.7K | 0.04% | 246 |
|
|
2020
Q1 | $452K | Buy |
+43,281
| New | +$452K | 0.04% | 239 |
|