Wealthspire Advisors (New York)’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 | $5.35M | Buy |
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|
2025
Q2 | $2.34M | Sell |
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|
2025
Q1 | $5.28M | Buy |
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|
2024
Q4 | $2.53M | Buy |
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|
2024
Q3 | $2.55M | Buy |
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|
2024
Q2 | $2.32M | Sell |
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|
2024
Q1 | $2.35M | Sell |
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|
2023
Q4 | $2.31M | Sell |
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|
2023
Q3 | $2.61M | Buy |
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|
2023
Q2 | $2.65M | Sell |
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|
2023
Q1 | $2.64M | Buy |
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|
2022
Q4 | $2.35M | Sell |
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|
2022
Q3 | $2.27M | Buy |
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|
2022
Q2 | $2.42M | Buy |
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|
2022
Q1 | $2.78M | Buy |
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|
2021
Q4 | $2.72M | Sell |
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|
2021
Q3 | $2.5M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.41M | Buy |
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