Tidemark’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
$44.5K Buy
1,815
+8
+0.4% +$196 0.01% 253
2025
Q1
$42.7K Buy
1,807
+8
+0.4% +$189 0.02% 268
2024
Q4
$42.6K Buy
1,799
+11
+0.6% +$260 0.02% 260
2024
Q3
$42.8K Buy
1,788
+15
+0.8% +$359 0.02% 258
2024
Q2
$39.6K Hold
1,773
0.02% 249
2024
Q1
$39.9K Buy
1,773
+6
+0.3% +$135 0.02% 261
2023
Q4
$36.5K Buy
+1,767
New +$36.5K 0.02% 263