WealthCare Investment Partners’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 | $2.65M | Sell |
106,079
-23,185
| -18% | -$580K | 0.95% | 29 |
|
|
2025
Q1 | $2.79M | Buy |
129,264
+14,855
| +13% | +$320K | 1.18% | 25 |
|
|
2024
Q4 | $2.7M | Buy |
114,409
+15,541
| +16% | +$367K | 1.18% | 24 |
|
|
2024
Q3 | $2.34M | Buy |
98,868
+43,893
| +80% | +$1.04M | 1.03% | 30 |
|
|
2024
Q2 | $1.23M | Buy |
54,975
+15,282
| +39% | +$341K | 0.57% | 47 |
|
|
2024
Q1 | $892K | Buy |
39,693
+14,559
| +58% | +$327K | 0.43% | 62 |
|
|
2023
Q4 | $520K | Buy |
+25,134
| New | +$520K | 0.28% | 75 |
|