Walkner Condon Financial Advisors’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 | $357K | Buy |
14,556
+3,000
| +26% | +$73.6K | 0.07% | 197 |
|
|
2025
Q1 | $273K | Hold |
11,556
| – | – | 0.06% | 216 |
|
|
2024
Q4 | $274K | Buy |
11,556
+627
| +6% | +$14.8K | 0.06% | 228 |
|
|
2024
Q3 | $261K | Hold |
10,929
| – | – | 0.05% | 228 |
|
|
2024
Q2 | $244K | Sell |
10,929
-444
| -4% | -$9.91K | 0.05% | 224 |
|
|
2024
Q1 | $255K | Sell |
11,373
-621
| -5% | -$14K | 0.05% | 233 |
|
|
2023
Q4 | $248K | Buy |
+11,994
| New | +$248K | 0.06% | 230 |
|