Warner Financial’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 | $2.99M | Buy |
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|
2025
Q2 | $2.78M | Sell |
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|
2025
Q1 | $2.74M | Buy |
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|
2024
Q4 | $2.73M | Buy |
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|
2024
Q3 | $2.29M | Buy |
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|
2024
Q2 | $1.83M | Buy |
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|
2024
Q1 | $1.57M | Buy |
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|
2023
Q4 | $991K | Buy |
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|
2023
Q3 | $754K | Buy |
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|
2023
Q2 | $712K | Buy |
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|
2023
Q1 | $436K | Buy |
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|
2022
Q4 | $234K | Buy |
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