Wellspring Financial Advisors’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 | $654K | Buy |
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|
2025
Q2 | $608K | Buy |
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|
2025
Q1 | $582K | Buy |
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|
2024
Q4 | $581K | Buy |
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|
2024
Q3 | $584K | Buy |
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|
2024
Q2 | $540K | Hold |
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|
2024
Q1 | $544K | Buy |
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|
2023
Q4 | $498K | Buy |
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|
2023
Q3 | $447K | Buy |
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|
2023
Q2 | $458K | Buy |
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|
2023
Q1 | $435K | Buy |
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|
2022
Q4 | $421K | Buy |
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|
2022
Q3 | $374K | Buy |
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|
2022
Q2 | $396K | Buy |
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|
2022
Q1 | $453K | Buy |
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|
2021
Q4 | $452K | Buy |
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|
2021
Q3 | $414K | Buy |
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|
2021
Q2 | $418K | Buy |
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|
2021
Q1 | $233K | Sell |
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|
2020
Q4 | $343K | Buy |
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|
2020
Q3 | $292K | Buy |
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|
2020
Q2 | $275K | Buy |
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|
2020
Q1 | $233K | Buy |
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