SOL Capital 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 | – | Sell |
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|
2025
Q2 | $677K | Hold |
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|
2025
Q1 | $652K | Hold |
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|
2024
Q4 | $654K | Hold |
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|
2024
Q3 | $660K | Hold |
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|
2024
Q2 | $616K | Sell |
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|
2024
Q1 | $640K | Hold |
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|
2023
Q4 | $588K | Hold |
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|
2023
Q3 | $532K | Sell |
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|
2023
Q2 | $556K | Hold |
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|
2023
Q1 | $530K | Sell |
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|
2022
Q4 | $543K | Buy |
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|
2022
Q3 | $454K | Hold |
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|
2022
Q2 | $484K | Hold |
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|
2022
Q1 | $556K | Hold |
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|
2021
Q4 | $557K | Hold |
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|
2021
Q3 | $513K | Hold |
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|
2021
Q2 | $520K | Hold |
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|
2021
Q1 | $491K | Hold |
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|
2020
Q4 | $430K | Hold |
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|
2020
Q3 | $368K | Hold |
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|
2020
Q2 | $350K | Sell |
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|
2020
Q1 | $439K | Hold |
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|
2019
Q4 | $598K | Sell |
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|
2019
Q3 | $613K | Hold |
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|
2019
Q2 | $606K | Hold |
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|
2019
Q1 | $588K | Hold |
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|
2018
Q4 | $527K | Hold |
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|
2018
Q3 | $615K | Hold |
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|
2018
Q2 | $579K | Hold |
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|
2018
Q1 | $563K | Hold |
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|
2017
Q4 | $581K | Hold |
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|
2017
Q3 | $545K | Hold |
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|
2017
Q2 | $524K | Buy |
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|
2017
Q1 | $422K | Buy |
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|
2016
Q4 | $334K | Buy |
|