World Equity Group’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 | $1.76M | Buy |
71,761
+31,198
| +77% | +$766K | 0.48% | 41 |
|
|
2025
Q1 | $958K | Sell |
40,563
-36,283
| -47% | -$857K | 0.27% | 79 |
|
|
2024
Q4 | $1.82M | Buy |
76,846
+38,218
| +99% | +$905K | 0.39% | 52 |
|
|
2024
Q3 | $924K | Sell |
38,628
-31,626
| -45% | -$756K | 0.33% | 69 |
|
|
2024
Q2 | $1.57M | Sell |
70,254
-55,224
| -44% | -$1.23M | 0.47% | 57 |
|
|
2024
Q1 | $2.82M | Buy |
+125,478
| New | +$2.82M | 0.58% | 43 |
|
|
2022
Q2 | – | Sell |
-80,394
| Closed | -$1.57M | – | 357 |
|
|
2022
Q1 | $1.57M | Buy |
+80,394
| New | +$1.57M | 0.34% | 80 |
|