Schrum Private Wealth Management’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
Q3 | $1.95M | Buy |
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|
2025
Q2 | $1.82M | Buy |
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|
2025
Q1 | $1.75M | Buy |
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|
2024
Q4 | $1.75M | Sell |
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|
2024
Q3 | $3.48M | Buy |
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|
2024
Q2 | $1.62M | Hold |
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|
2024
Q1 | $1.63M | Buy |
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|
2023
Q4 | $1.5M | Buy |
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|
2023
Q3 | $1.36M | Buy |
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|
2023
Q2 | $1.39M | Hold |
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|
2023
Q1 | $1.33M | Buy |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $1.39M | Buy |
|