WealthPLAN 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 | $535K | Buy |
21,788
+548
| +3% | +$13.4K | 0.09% | 165 |
|
|
2025
Q1 | $501K | Sell |
21,240
-108
| -0.5% | -$2.55K | 0.07% | 167 |
|
|
2024
Q4 | $506K | Sell |
21,348
-726
| -3% | -$17.2K | 0.07% | 170 |
|
|
2024
Q3 | $528K | Buy |
22,074
+1,242
| +6% | +$29.7K | 0.07% | 176 |
|
|
2024
Q2 | $465K | Sell |
20,832
-450
| -2% | -$10K | 0.05% | 211 |
|
|
2024
Q1 | $478K | Sell |
21,282
-147
| -0.7% | -$3.3K | 0.05% | 209 |
|
|
2023
Q4 | $442K | Buy |
21,429
+1,344
| +7% | +$27.7K | 0.05% | 228 |
|
|
2023
Q3 | $375K | Buy |
20,085
+1,818
| +10% | +$33.9K | 0.04% | 241 |
|
|
2023
Q2 | $351K | Buy |
18,267
+2,166
| +13% | +$41.6K | 0.05% | 230 |
|
|
2023
Q1 | $295K | Buy |
16,101
+51
| +0.3% | +$934 | 0.03% | 253 |
|
|
2022
Q4 | $305K | Buy |
+16,050
| New | +$305K | 0.02% | 311 |
|