WFA of San Diego’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 | $4.2K | Buy |
+171
| New | +$4.2K | ﹤0.01% | 364 |
|
|
2024
Q3 | $4.09K | Hold |
171
| – | – | ﹤0.01% | 324 |
|
|
2024
Q2 | $3.82K | Buy |
+171
| New | +$3.82K | ﹤0.01% | 332 |
|
|
2023
Q3 | $3.19K | Hold |
171
| – | – | ﹤0.01% | 334 |
|
|
2023
Q2 | $3.28K | Buy |
+171
| New | +$3.28K | ﹤0.01% | 330 |
|
|
2023
Q1 | – | Sell |
-171
| Closed | -$3.05K | – | 186 |
|
|
2022
Q4 | $3.05K | Buy |
+171
| New | +$3.05K | ﹤0.01% | 425 |
|
|
2022
Q3 | – | Sell |
-783
| Closed | -$13K | – | 187 |
|
|
2022
Q2 | $13K | Buy |
+783
| New | +$13K | 0.01% | 259 |
|