Westover Capital Advisors’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 | $312K | Sell |
12,727
-389
| -3% | -$9.55K | 0.06% | 186 |
|
|
2025
Q1 | $310K | Buy |
13,116
+1,642
| +14% | +$38.8K | 0.07% | 190 |
|
|
2024
Q4 | $272K | Sell |
11,474
-11,110
| -49% | -$263K | 0.06% | 199 |
|
|
2024
Q3 | $540K | Buy |
22,584
+11,034
| +96% | +$264K | 0.1% | 137 |
|
|
2024
Q2 | $258K | Buy |
11,550
+429
| +4% | +$9.58K | 0.07% | 185 |
|
|
2024
Q1 | $250K | Buy |
11,121
+1,344
| +14% | +$30.2K | 0.07% | 162 |
|
|
2023
Q4 | $202K | Buy |
+9,777
| New | +$202K | 0.07% | 171 |
|