SHFA
SC&H Financial Advisors’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 | $287K | Buy |
11,698
+905
| +8% | +$22.2K | 0.05% | 119 |
|
|
2025
Q1 | $255K | Sell |
10,793
-1,178
| -10% | -$27.8K | 0.05% | 128 |
|
|
2024
Q4 | $283K | Buy |
11,971
+8,406
| +236% | +$199K | 0.06% | 118 |
|
|
2024
Q3 | $256K | Buy |
3,565
+32
| +0.9% | +$2.3K | 0.06% | 133 |
|
|
2024
Q2 | $237K | Hold |
3,533
| – | – | 0.06% | 131 |
|
|
2024
Q1 | $238K | Buy |
3,533
+15
| +0.4% | +$1.01K | 0.06% | 128 |
|
|
2023
Q4 | $218K | Buy |
+3,518
| New | +$218K | 0.06% | 132 |
|
|
2023
Q3 | – | Sell |
-3,482
| Closed | -$200K | – | 133 |
|
|
2023
Q2 | $200K | Buy |
+3,482
| New | +$200K | 0.07% | 134 |
|