Stratos 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 | $571K | Hold |
23,252
| – | – | 0.01% | 881 |
|
|
2025
Q1 | $549K | Sell |
23,252
-37,608
| -62% | -$888K | 0.01% | 849 |
|
|
2024
Q4 | $1.44M | Buy |
+60,860
| New | +$1.44M | 0.02% | 568 |
|
|
2022
Q2 | – | Sell |
-22,653
| Closed | -$442K | – | 1232 |
|
|
2022
Q1 | $442K | Buy |
+22,653
| New | +$442K | 0.01% | 856 |
|
|
2018
Q2 | – | Sell |
-240
| Closed | -$3K | – | 1543 |
|
|
2018
Q1 | $3K | Buy |
+240
| New | +$3K | ﹤0.01% | 2744 |
|