SJS Investment Consulting’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
Q2 | $56.7K | Sell |
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|
2025
Q1 | $59.6K | Hold |
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|
2024
Q4 | $59.7K | Hold |
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|
2024
Q3 | $60.4K | Sell |
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|
2024
Q2 | $85.9K | Buy |
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|
2024
Q1 | $81.7K | Buy |
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|
2023
Q4 | $73.7K | Hold |
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|
2023
Q3 | $66.6K | Hold |
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|
2023
Q2 | $68.5K | Sell |
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|
2023
Q1 | $69.3K | Sell |
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|
2022
Q4 | $161K | Sell |
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|
2022
Q3 | $250K | Buy |
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|
2022
Q1 | $379K | Buy |
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|
2021
Q4 | $375K | Buy |
|