Trivium Point Advisory’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 | $234K | Sell |
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|
2025
Q2 | $886K | Sell |
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|
2025
Q1 | $865K | Sell |
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|
2024
Q4 | $3.5M | Sell |
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|
2024
Q3 | $3.56M | Buy |
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|
2024
Q2 | $3.52M | Buy |
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|
2024
Q1 | $3.17M | Sell |
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|
2023
Q4 | $3.62M | Buy |
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|
2023
Q3 | $2.88M | Buy |
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|
2023
Q2 | $2.61M | Buy |
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|
2023
Q1 | $1.48M | Buy |
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|
2022
Q4 | $1.27M | Buy |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $567K | Buy |
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|
2022
Q1 | $569K | Buy |
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|
2021
Q4 | $386K | Buy |
|