Stifel Financial’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 | $1.45M | Sell |
59,128
-411
| -0.7% | -$10.1K | ﹤0.01% | 2073 |
|
|
2025
Q1 | $1.41M | Buy |
59,539
+8,875
| +18% | +$210K | ﹤0.01% | 2007 |
|
|
2024
Q4 | $1.2M | Buy |
50,664
+19,857
| +64% | +$470K | ﹤0.01% | 2137 |
|
|
2024
Q3 | $737K | Buy |
30,807
+8,502
| +38% | +$203K | ﹤0.01% | 2430 |
|
|
2024
Q2 | $498K | Buy |
22,305
+5,778
| +35% | +$129K | ﹤0.01% | 2626 |
|
|
2024
Q1 | $371K | Buy |
+16,527
| New | +$371K | ﹤0.01% | 2781 |
|