Advocate 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	$231K	Hold	9,405	–	–	0.04%	112
2025 Q1	$222K	Hold	9,405	–	–	0.04%	109
2024 Q4	$223K	Hold	9,405	–	–	0.04%	110
2024 Q3	$225K	Sell	9,405 -507	-5%	-$12.1K	0.04%	110
2024 Q2	$221K	Buy	+9,912	New	+$221K	0.04%	112