Wade Financial 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
Q1 | $1.21M | Hold |
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|
2024
Q4 | $1.21M | Hold |
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|
2024
Q3 | $1.23M | Hold |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.17M | Sell |
|
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|
2023
Q4 | $1.1M | Hold |
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|
2023
Q3 | $997K | Hold |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.02M | Hold |
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|
2022
Q4 | $995K | Hold |
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|
2022
Q3 | $889K | Hold |
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|
2022
Q2 | $948K | Buy |
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|
2022
Q1 | $435K | Buy |
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|
2021
Q4 | $327K | Hold |
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|
2021
Q3 | $301K | Hold |
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|
2021
Q2 | $306K | Sell |
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|
2021
Q1 | $384K | Hold |
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|
2020
Q4 | $336K | Sell |
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|
2020
Q3 | $305K | Hold |
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|
2020
Q2 | $290K | Sell |
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|
2020
Q1 | $249K | Sell |
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|
2019
Q4 | $422K | Buy |
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