Strategic Wealth Partners’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 | $10.8K | Buy |
+441
| New | +$10.8K | ﹤0.01% | 764 |
|
|
2023
Q1 | – | Sell |
-15,975
| Closed | -$285K | – | 265 |
|
|
2022
Q4 | $285K | Hold |
15,975
| – | – | 0.05% | 213 |
|
|
2022
Q3 | $254K | Sell |
15,975
-3,000
| -16% | -$47.8K | 0.05% | 236 |
|
|
2022
Q2 | $322K | Buy |
18,975
+4,500
| +31% | +$76.4K | 0.07% | 190 |
|
|
2022
Q1 | $282K | Hold |
14,475
| – | – | 0.06% | 216 |
|
|
2021
Q4 | $283K | Hold |
14,475
| – | – | 0.05% | 235 |
|
|
2021
Q3 | $260K | Buy |
+14,475
| New | +$260K | 0.08% | 210 |
|
|
2019
Q4 | – | Sell |
-345
| Closed | -$4 | – | 258 |
|
|
2019
Q3 | $4 | Sell |
345
-57
| -14% | -$1 | ﹤0.01% | 657 |
|
|
2019
Q2 | $5K | Buy |
+402
| New | +$5K | ﹤0.01% | 631 |
|