SAI
Savvy Advisors Inc’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Buy |
124,189
+11,394
| +10% | +$280K | 0.2% | 74 |
|
|
2025
Q1 | $2.66M | Buy |
112,795
+1,629
| +1% | +$38.5K | 0.27% | 67 |
|
|
2024
Q4 | $2.63M | Buy |
111,166
+79,886
| +255% | +$1.89M | 0.32% | 57 |
|
|
2024
Q3 | $2.24M | Buy |
31,280
+2,047
| +7% | +$147K | 0.46% | 40 |
|
|
2024
Q2 | $1.96M | Buy |
29,233
+6,439
| +28% | +$431K | 0.64% | 33 |
|
|
2024
Q1 | $1.54M | Buy |
22,794
+15,054
| +194% | +$1.01M | 0.89% | 21 |
|
|
2023
Q4 | $479K | Buy |
+7,740
| New | +$479K | 0.47% | 64 |
|