Beacon Financial Planning’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Beacon Financial Planning’s Portfolio FNDX Stock Details FNDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$926K	Buy
2025 Q2	$862K	Sell
2025 Q1	$928K	Buy
2024 Q4	$929K	Buy
2024 Q3	$930K	Buy
2024 Q2	$429K	Buy