WESPAC 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 | $412K | Sell |
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|
2025
Q2 | $406K | Buy |
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|
2025
Q1 | $390K | Buy |
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|
2024
Q4 | $385K | Sell |
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|
2024
Q3 | $504K | Buy |
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|
2024
Q2 | $470K | Sell |
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|
2024
Q1 | $577K | Sell |
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|
2023
Q4 | $538K | Buy |
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|
2023
Q3 | $485K | Buy |
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|
2023
Q2 | $498K | Buy |
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|
2023
Q1 | $438K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.95M | Sell |
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|
2015
Q2 | $2.27M | Sell |
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|
2015
Q1 | $2.62M | Sell |
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|
2014
Q4 | $2.75M | Buy |
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|
2014
Q3 | $2.55M | Buy |
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