Wealth Enhancement Advisory Services’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 | $16.8M | Buy |
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|
2025
Q2 | $12.6M | Buy |
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|
2025
Q1 | $11.8M | Sell |
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|
2024
Q4 | $14M | Buy |
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|
2024
Q3 | $12.2M | Buy |
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|
2024
Q2 | $11.3M | Buy |
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|
2024
Q1 | $11.1M | Buy |
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|
2023
Q4 | $6.09M | Sell |
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|
2023
Q3 | $5.97M | Buy |
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|
2023
Q2 | $1.93M | Buy |
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|
2023
Q1 | $1.55M | Buy |
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|
2022
Q4 | $934K | Buy |
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|
2022
Q3 | $817K | Buy |
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|
2022
Q2 | $788K | Sell |
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|
2022
Q1 | $894K | Buy |
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|
2021
Q4 | $875K | Sell |
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|
2021
Q3 | $984K | Sell |
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|
2021
Q2 | $949K | Sell |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $979K | Sell |
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|
2020
Q3 | $877K | Buy |
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|
2020
Q2 | $828K | Sell |
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|
2020
Q1 | $1.46M | Buy |
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|
2019
Q4 | $662K | Buy |
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|
2019
Q3 | $504K | Sell |
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|
2019
Q2 | $528K | Buy |
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