Stone Summit Wealth’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 | $209K | Sell |
8,535
-2,500
| -23% | -$61.4K | 0.06% | 138 |
|
|
2025
Q1 | $261K | Hold |
11,035
| – | – | 0.09% | 131 |
|
|
2024
Q4 | $261K | Sell |
11,035
-230
| -2% | -$5.45K | 0.09% | 128 |
|
|
2024
Q3 | $269K | Hold |
11,265
| – | – | 0.09% | 130 |
|
|
2024
Q2 | $252K | Hold |
11,265
| – | – | 0.09% | 130 |
|
|
2024
Q1 | $253K | Buy |
+11,265
| New | +$253K | 0.09% | 132 |
|