Sheets Smith 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 | $1.5M | Sell |
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|
2025
Q2 | $1.4M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1,000K | Buy |
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|
2024
Q3 | $948K | Sell |
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|
2024
Q2 | $886K | Buy |
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|
2024
Q1 | $829K | Buy |
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|
2023
Q4 | $759K | Sell |
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|
2023
Q3 | $702K | Sell |
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|
2023
Q2 | $739K | Buy |
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|
2023
Q1 | $655K | Buy |
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|
2022
Q4 | $630K | Sell |
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|
2022
Q3 | $585K | Buy |
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|
2022
Q2 | $576K | Buy |
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|
2022
Q1 | $219K | Sell |
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|
2021
Q4 | $408K | Buy |
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