Tiedemann Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.18M | Sell |
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|
2023
Q2 | $8.3M | Sell |
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|
2023
Q1 | $8.45M | Sell |
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|
2022
Q4 | $8.29M | Sell |
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|
2022
Q3 | $7.62M | Buy |
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|
2022
Q2 | $8.11M | Buy |
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|
2022
Q1 | $6.48M | Sell |
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|
2021
Q4 | $6.5M | Sell |
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|
2021
Q3 | $6.23M | Sell |
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|
2021
Q2 | $9.24M | Sell |
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|
2021
Q1 | $9.09M | Buy |
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|
2020
Q4 | $7.96M | Sell |
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|
2020
Q3 | $7.06M | Sell |
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|
2020
Q2 | $11.3M | Sell |
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|
2020
Q1 | $19.2M | Buy |
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|
2019
Q4 | $26.1M | Sell |
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|
2019
Q3 | $31.9M | Sell |
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|
2019
Q2 | $33.3M | Buy |
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|
2019
Q1 | $31.7M | Buy |
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|
2018
Q4 | $28.1M | Buy |
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|
2018
Q3 | $30M | Buy |
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|
2018
Q2 | $27.1M | Sell |
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|
2018
Q1 | $29.7M | Buy |
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|
2017
Q4 | $27.5M | Buy |
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|
2017
Q3 | $3.75M | Sell |
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|
2017
Q2 | $18.2M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $3.58M | Buy |
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