Tradition Wealth 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
Q2 | $13.8M | Buy |
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|
2025
Q1 | $13.3M | Buy |
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|
2024
Q4 | $13M | Buy |
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|
2024
Q3 | $13.1M | Buy |
|
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|
2024
Q2 | $11.9M | Sell |
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|
2024
Q1 | $18.3M | Buy |
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|
2023
Q4 | $16.3M | Buy |
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|
2023
Q3 | $13.3M | Buy |
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|
2023
Q2 | $13.7M | Sell |
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|
2023
Q1 | $13.9M | Buy |
|
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|
2022
Q4 | $12.8M | Buy |
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|
2022
Q3 | $8.68M | Buy |
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|
2022
Q2 | $7.88M | Buy |
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|
2022
Q1 | $5.42M | Buy |
|
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|
2021
Q4 | $5.25M | Buy |
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|
2021
Q3 | $3.09M | Buy |
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|
2021
Q2 | $2.72M | Buy |
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|
2021
Q1 | $23K | Buy |
|