Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $289K | Buy |
12,223
+58
| +0.5% | +$1.37K | 0.05% | 128 |
|
|
2024
Q3 | $291K | Buy |
12,165
+108
| +0.9% | +$2.58K | 0.06% | 123 |
|
|
2024
Q2 | $269K | Hold |
12,057
| – | – | 0.05% | 120 |
|
|
2024
Q1 | $271K | Buy |
12,057
+51
| +0.4% | +$1.15K | 0.06% | 120 |
|
|
2023
Q4 | $248K | Buy |
12,006
+63
| +0.5% | +$1.3K | 0.06% | 118 |
|
|
2023
Q3 | $223K | Buy |
11,943
+60
| +0.5% | +$1.12K | 0.06% | 113 |
|
|
2023
Q2 | $228K | Buy |
+11,883
| New | +$228K | 0.05% | 116 |
|