AWM
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Allen Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Allen Wealth Management’s Portfolio FNDX Stock Details FNDX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$23.4M Sell
955,540
-7,841
-0.8% -$192K 16.4% 2
2025
Q1 		$22.7M Buy
963,381
+17,992
+2% +$425K 15.66% 2
2024
Q4 		$22.4M Buy
945,389
+632,651
+202% +$15M 16.04% 2
2024
Q3 		$22.4M Buy
+312,738
New +$22.4M 15.56% 2