Spire Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Sell |
5,184
-68,224
| -93% | -$1.67M | ﹤0.01% | 889 |
|
|
2025
Q1 | $1.73M | Buy |
73,408
+3,759
| +5% | +$88.8K | 0.06% | 286 |
|
|
2024
Q4 | $1.65M | Buy |
69,649
+1,750
| +3% | +$41.4K | 0.05% | 274 |
|
|
2024
Q3 | $1.62M | Sell |
67,899
-1,365
| -2% | -$32.7K | 0.05% | 275 |
|
|
2024
Q2 | $1.55M | Buy |
69,264
+168
| +0.2% | +$3.75K | 0.05% | 266 |
|
|
2024
Q1 | $1.55M | Buy |
69,096
+3,141
| +5% | +$70.6K | 0.03% | 286 |
|
|
2023
Q4 | $1.36M | Buy |
65,955
+879
| +1% | +$18.1K | 0.04% | 293 |
|
|
2023
Q3 | $1.21M | Buy |
65,076
+6
| +0% | +$112 | 0.05% | 292 |
|
|
2023
Q2 | $1.25M | Sell |
65,070
-5,211
| -7% | -$100K | 0.05% | 306 |
|
|
2023
Q1 | $1.29M | Buy |
70,281
+3,525
| +5% | +$64.5K | 0.05% | 302 |
|
|
2022
Q4 | $1.19M | Buy |
66,756
+53,622
| +408% | +$955K | 0.07% | 214 |
|
|
2022
Q3 | $209K | Sell |
13,134
-67,941
| -84% | -$1.08M | 0.01% | 523 |
|
|
2022
Q2 | $1.38M | Sell |
81,075
-143,874
| -64% | -$2.44M | 0.06% | 268 |
|
|
2022
Q1 | $4.39M | Buy |
224,949
+106,764
| +90% | +$2.08M | 0.12% | 166 |
|
|
2021
Q4 | $2.36M | Buy |
118,185
+15,687
| +15% | +$313K | 0.05% | 283 |
|
|
2021
Q3 | $1.84M | Sell |
102,498
-5,022
| -5% | -$90.3K | 0.05% | 296 |
|
|
2021
Q2 | $1.96M | Buy |
107,520
+11,124
| +12% | +$203K | 0.05% | 292 |
|
|
2021
Q1 | $1.66M | Buy |
+96,396
| New | +$1.66M | 0.04% | 325 |
|