Strategic Wealth Management Group’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
2021
Q2
$2.5M Buy
137,154
+81
+0.1% +$1.48K 0.91% 18
2021
Q1
$2.36M Buy
137,073
+75
+0.1% +$1.29K 0.9% 17
2020
Q4
$2.07M Buy
136,998
+102
+0.1% +$1.54K 0.89% 16
2020
Q3
$1.77M Buy
+136,896
New +$1.77M 0.86% 20