Western Wealth Management’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
Q4 | $1.21M | Buy |
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|
2025
Q3 | $525K | Sell |
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|
2025
Q2 | $494K | Buy |
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|
2025
Q1 | $446K | Buy |
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|
2024
Q4 | $319K | Sell |
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|
2024
Q3 | $567K | Buy |
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $240K | Sell |
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|
2023
Q4 | $365K | Buy |
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|
2023
Q3 | $299K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $233K | Buy |
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