Strategic Wealth Partners’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 | $11.6K | Hold |
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|
2025
Q2 | $10.8K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $285K | Hold |
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|
2022
Q3 | $254K | Sell |
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|
2022
Q2 | $322K | Buy |
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|
2022
Q1 | $282K | Hold |
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|
2021
Q4 | $283K | Hold |
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|
2021
Q3 | $260K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $4 | Sell |
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|
2019
Q2 | $5K | Buy |
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