Verum Partners’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 | $6.4M | Sell |
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|
2025
Q2 | $6.23M | Sell |
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|
2025
Q1 | $6.42M | Sell |
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|
2024
Q4 | $7.08M | Sell |
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|
2024
Q3 | $7.93M | Sell |
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|
2024
Q2 | $8.09M | Sell |
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|
2024
Q1 | $9.86M | Buy |
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|
2023
Q4 | $7.06M | Buy |
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|
2023
Q3 | $4.63M | Buy |
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|
2023
Q2 | $4.35M | Sell |
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|
2023
Q1 | $4.58M | Buy |
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|
2022
Q4 | $4.26M | Buy |
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