Wolff Wiese Magana’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 | $1.92K | Buy |
+78
| New | +$1.92K | ﹤0.01% | 736 |
|
|
2023
Q4 | – | Sell |
-3,705
| Closed | -$69.1K | – | 772 |
|
|
2023
Q3 | $69.1K | Hold |
3,705
| – | – | 0.06% | 160 |
|
|
2023
Q2 | $71.1K | Hold |
3,705
| – | – | 0.05% | 160 |
|
|
2023
Q1 | $67.8K | Hold |
3,705
| – | – | 0.06% | 158 |
|
|
2022
Q4 | $66K | Hold |
3,705
| – | – | 0.06% | 160 |
|
|
2022
Q3 | $59K | Hold |
3,705
| – | – | 0.05% | 218 |
|
|
2022
Q2 | $63K | Hold |
3,705
| – | – | 0.05% | 221 |
|
|
2022
Q1 | $72K | Hold |
3,705
| – | – | 0.05% | 220 |
|
|
2021
Q4 | $72K | Hold |
3,705
| – | – | 0.05% | 233 |
|
|
2021
Q3 | $67K | Hold |
3,705
| – | – | 0.05% | 240 |
|
|
2021
Q2 | $68K | Buy |
+3,705
| New | +$68K | 0.05% | 241 |
|