Tempus Wealth Planning’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 | $3.24M | Buy |
132,037
+7,620
| +6% | +$187K | 0.81% | 29 |
|
|
2025
Q1 | $2.94M | Buy |
124,417
+2,831
| +2% | +$66.8K | 0.88% | 25 |
|
|
2024
Q4 | $2.88M | Buy |
121,586
+1,733
| +1% | +$41K | 0.88% | 27 |
|
|
2024
Q3 | $2.87M | Sell |
119,853
-660
| -0.5% | -$15.8K | 1.05% | 21 |
|
|
2024
Q2 | $2.69M | Buy |
120,513
+1,821
| +2% | +$40.7K | 1.12% | 19 |
|
|
2024
Q1 | $2.67M | Buy |
118,692
+4,305
| +4% | +$96.7K | 1.17% | 18 |
|
|
2023
Q4 | $2.36M | Buy |
114,387
+12,690
| +12% | +$262K | 1.04% | 25 |
|
|
2023
Q3 | $1.9M | Buy |
101,697
+816
| +0.8% | +$15.2K | 0.95% | 21 |
|
|
2023
Q2 | $1.94M | Buy |
100,881
+9,585
| +10% | +$184K | 0.87% | 30 |
|
|
2023
Q1 | $1.67M | Buy |
91,296
+19,776
| +28% | +$362K | 0.82% | 24 |
|
|
2022
Q4 | $1.27M | Buy |
71,520
+51,897
| +264% | +$924K | 0.77% | 31 |
|
|
2022
Q3 | $312K | Buy |
+19,623
| New | +$312K | 0.21% | 129 |
|