Tortoise Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.1K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.9K | Hold |
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|
2022
Q4 | $3.79K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $4K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $10K | Hold |
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|
2019
Q4 | $14K | Hold |
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|
2019
Q3 | $13K | Hold |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $13K | Hold |
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|
2018
Q4 | $11K | Hold |
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|
2018
Q3 | $13K | Hold |
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|
2018
Q2 | $12K | Buy |
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