BHWM
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Beaird Harris Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Beaird Harris Wealth Management’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,636
Closed -$225K – 571
2022
Q4 		$225K Buy
+12,636
New +$225K 0.04% 82