Summit Financial Wealth Advisors’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
Q1 | $201K | Buy |
8,534
+230
| +3% | +$5.43K | 0.04% | 147 |
|
|
2024
Q4 | $203K | Buy |
+8,304
| New | +$203K | 0.04% | 146 |
|
|
2018
Q4 | – | Sell |
-49,557
| Closed | -$624K | – | 134 |
|
|
2018
Q3 | $624K | Buy |
49,557
+6,006
| +14% | +$75.6K | 0.19% | 77 |
|
|
2018
Q2 | $528K | Hold |
43,551
| – | – | 0.18% | 82 |
|
|
2018
Q1 | $528K | Buy |
43,551
+4,479
| +11% | +$54.3K | 0.17% | 83 |
|
|
2017
Q4 | $488K | Buy |
39,072
+15,726
| +67% | +$196K | 0.17% | 86 |
|
|
2017
Q3 | $274K | Buy |
23,346
+2,850
| +14% | +$33.4K | 0.1% | 111 |
|
|
2017
Q2 | $231K | Buy |
+20,496
| New | +$231K | 0.09% | 129 |
|