Advocate Group’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
Q3
$247K Hold
2025
Q2
$231K Hold
2025
Q1
$222K Hold
2024
Q4
$223K Hold
2024
Q3
$225K Sell
2024
Q2
$221K Buy