SignalPoint Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $250K | Sell |
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|
2024
Q3 | $252K | Hold |
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|
2024
Q2 | $236K | Buy |
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|
2024
Q1 | $233K | Hold |
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|
2023
Q4 | $213K | Sell |
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|
2023
Q3 | $200K | Sell |
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|
2023
Q2 | $207K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $460K | Sell |
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|
2019
Q4 | $970K | Sell |
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|
2019
Q3 | $1.06M | Sell |
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|
2019
Q2 | $1.06M | Buy |
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|
2019
Q1 | $1.03M | Buy |
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|
2018
Q4 | $918K | Sell |
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|
2018
Q3 | $1.2M | Buy |
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|
2018
Q2 | $884K | Sell |
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|
2018
Q1 | $868K | Sell |
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|
2017
Q4 | $967K | Buy |
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|
2017
Q3 | $671K | Sell |
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|
2017
Q2 | $752K | Buy |
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|
2017
Q1 | $742K | Buy |
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|
2016
Q4 | $697K | Buy |
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