Sterling Financial Planning’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 | $11.2M | Sell |
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|
2025
Q2 | $10.7M | Buy |
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|
2025
Q1 | $9.64M | Buy |
|
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|
2024
Q4 | $9.41M | Sell |
|
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|
2024
Q3 | $9.75M | Sell |
|
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|
2024
Q2 | $9.12M | Sell |
|
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|
2024
Q1 | $9.2M | Sell |
|
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|
2023
Q4 | $8.61M | Buy |
|
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|
2023
Q3 | $7.67M | Sell |
|
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|
2023
Q2 | $7.91M | Buy |
|
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|
2023
Q1 | $6.96M | Buy |
|
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|
2022
Q4 | $6.33M | Buy |
|
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|
2022
Q3 | $5.55M | Buy |
|
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|
2022
Q2 | $5.47M | Buy |
|
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|
2022
Q1 | $5.96M | Sell |
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|
2021
Q4 | $6.12M | Buy |
|
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|
2021
Q3 | $5.62M | Sell |
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|
2021
Q2 | $5.76M | Sell |
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|
2021
Q1 | $5.45M | Sell |
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|
2020
Q4 | $4.99M | Buy |
|