WealthPLAN Partners’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 | $550K | Sell |
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|
2025
Q2 | $535K | Buy |
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|
2025
Q1 | $501K | Sell |
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|
2024
Q4 | $506K | Sell |
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|
2024
Q3 | $528K | Buy |
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|
2024
Q2 | $465K | Sell |
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|
2024
Q1 | $478K | Sell |
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|
2023
Q4 | $442K | Buy |
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|
2023
Q3 | $375K | Buy |
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|
2023
Q2 | $351K | Buy |
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|
2023
Q1 | $295K | Buy |
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|
2022
Q4 | $305K | Buy |
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