Wedmont Private Capital’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 | $1.05M | Buy |
42,294
+572
| +1% | +$14.3K | 0.05% | 249 |
|
|
2025
Q1 | $921K | Buy |
41,722
+6,150
| +17% | +$136K | 0.05% | 238 |
|
|
2024
Q4 | $835K | Buy |
35,572
+1
| +0% | +$23 | 0.04% | 262 |
|
|
2024
Q3 | $843K | Hold |
35,571
| – | – | 0.05% | 234 |
|
|
2024
Q2 | $814K | Hold |
35,571
| – | – | 0.05% | 233 |
|
|
2024
Q1 | $790K | Buy |
35,571
+1,227
| +4% | +$27.3K | 0.06% | 223 |
|
|
2023
Q4 | $710K | Hold |
34,344
| – | – | 0.06% | 225 |
|
|
2023
Q3 | $641K | Buy |
+34,344
| New | +$641K | 0.06% | 209 |
|