Beacon Financial Planning’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	$862K	Sell	35,122 -4,199	-11%	-$103K	0.48%	33
2025 Q1	$928K	Buy	39,321 +99	+0.3%	+$2.34K	0.53%	32
2024 Q4	$929K	Buy	39,222 +351	+0.9%	+$8.31K	0.54%	28
2024 Q3	$930K	Buy	38,871 +19,674	+102%	+$471K	0.57%	23
2024 Q2	$429K	Buy	+19,197	New	+$429K	0.29%	27