Urban Financial Advisory Corp’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Buy |
592,575
+81,969
| +16% | +$2.01M | 7.31% | 4 |
|
|
2025
Q1 | $12.1M | Buy |
510,606
+27,779
| +6% | +$656K | 6.66% | 5 |
|
|
2024
Q4 | $11.4M | Buy |
482,827
+34,309
| +8% | +$812K | 6.28% | 5 |
|
|
2024
Q3 | $10.7M | Buy |
448,518
+197,481
| +79% | +$4.72M | 5.92% | 5 |
|
|
2024
Q2 | $5.6M | Buy |
251,037
+170,871
| +213% | +$3.81M | 3.42% | 5 |
|
|
2024
Q1 | $1.8M | Buy |
+80,166
| New | +$1.8M | 1.11% | 9 |
|