Townsend Asset 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 | $105K | Sell |
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|
2025
Q2 | $898K | Buy |
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|
2025
Q1 | $854K | Buy |
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|
2024
Q4 | $839K | Sell |
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|
2024
Q3 | $855K | Buy |
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|
2024
Q2 | $797K | Hold |
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|
2024
Q1 | $802K | Buy |
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|
2023
Q4 | $727K | Buy |
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|
2023
Q3 | $631K | Buy |
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|
2023
Q2 | $648K | Buy |
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|
2023
Q1 | $618K | Buy |
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|
2022
Q4 | $600K | Buy |
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|
2022
Q3 | $106K | Buy |
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|
2022
Q2 | $112K | Buy |
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|
2022
Q1 | $110K | Buy |
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|
2021
Q4 | $110K | Buy |
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|
2021
Q3 | $100K | Buy |
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|
2021
Q2 | $101K | Buy |
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|
2021
Q1 | $95K | Buy |
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|
2020
Q4 | $83K | Buy |
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|
2020
Q3 | $71K | Sell |
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|
2020
Q2 | $141K | Sell |
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|
2020
Q1 | $144K | Buy |
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|
2019
Q4 | $196K | Buy |
|