SIC
SJS Investment Consulting’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 | $56.7K | Sell |
2,310
-213
| -8% | -$5.23K | 0.01% | 173 |
|
|
2025
Q1 | $59.6K | Hold |
2,523
| – | – | 0.01% | 178 |
|
|
2024
Q4 | $59.7K | Buy |
2,523
+1,682
| +200% | +$39.8K | 0.01% | 173 |
|
|
2024
Q3 | $60.4K | Sell |
841
-442
| -34% | -$31.7K | 0.01% | 185 |
|
|
2024
Q2 | $85.9K | Buy |
1,283
+71
| +6% | +$4.76K | 0.02% | 136 |
|
|
2024
Q1 | $81.7K | Buy |
1,212
+22
| +2% | +$1.48K | 0.02% | 141 |
|
|
2023
Q4 | $73.7K | Hold |
1,190
| – | – | 0.02% | 138 |
|
|
2023
Q3 | $66.6K | Hold |
1,190
| – | – | 0.02% | 136 |
|
|
2023
Q2 | $68.5K | Sell |
1,190
-71
| -6% | -$4.09K | 0.02% | 132 |
|
|
2023
Q1 | $69.3K | Sell |
1,261
-1,756
| -58% | -$96.4K | 0.02% | 129 |
|
|
2022
Q4 | $161K | Sell |
3,017
-2,223
| -42% | -$119K | 0.05% | 86 |
|
|
2022
Q3 | $250K | Buy |
+5,240
| New | +$250K | 0.08% | 62 |
|
|
2022
Q1 | $379K | Buy |
6,485
+82
| +1% | +$4.79K | 0.12% | 57 |
|
|
2021
Q4 | $375K | Buy |
+6,403
| New | +$375K | 0.11% | 59 |
|