Spire Wealth 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 | $141K | Buy |
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|
2025
Q2 | $127K | Sell |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.65M | Buy |
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|
2024
Q3 | $1.62M | Sell |
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|
2024
Q2 | $1.55M | Buy |
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|
2024
Q1 | $1.55M | Buy |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $1.25M | Sell |
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|
2023
Q1 | $1.29M | Buy |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $1.38M | Sell |
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|
2022
Q1 | $4.39M | Buy |
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|
2021
Q4 | $2.35M | Buy |
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|
2021
Q3 | $1.84M | Sell |
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|
2021
Q2 | $1.96M | Buy |
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|
2021
Q1 | $1.66M | Buy |
|