Avion Wealth’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
$2K Hold
117
﹤0.01% 803
2025
Q1
$2K Hold
117
﹤0.01% 711
2024
Q4
$2K Hold
117
﹤0.01% 708
2024
Q3
$2K Hold
117
﹤0.01% 676
2024
Q2
$2K Hold
117
﹤0.01% 612
2024
Q1
$3K Hold
117
﹤0.01% 558
2023
Q4
$2K Hold
117
﹤0.01% 564
2023
Q3
$2K Buy
+117
New +$2K ﹤0.01% 477