Berkshire Money Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,112	Closed	-$51.8K	–	72
2025 Q2	$51.8K	Buy	+2,112	New	+$49.1K	0.01%	131
2024 Q2	–	Sell	-23,967	Closed	-$538K	–	49
2024 Q1	$538K	Sell	23,967 -7,845	-25%	-$167K	0.07%	45
2023 Q4	$657K	Buy	+31,812	New	+$612K	0.09%	35
2023 Q1	–	Sell	-35,280	Closed	-$628K	–	46
2022 Q4	$628K	Sell	35,280 -34,401	-49%	-$609K	0.1%	40
2022 Q3	$1.11M	Buy	+69,681	New	+$1.23M	0.19%	34
2020 Q3	–	Sell	-27,972	Closed	-$343K	–	33
2020 Q2	$343K	Buy	27,972 +1,290	+5%	+$15.2K	0.08%	37
2020 Q1	$279K	Buy	26,682 +2,427	+10%	+$31.6K	0.07%	36
2019 Q4	$345K	Buy	24,255 +714	+3%	+$9.75K	0.07%	30
2019 Q3	$310K	Sell	23,541 -4,059	-15%	-$52.9K	0.06%	30
2019 Q2	$360K	Buy	27,600 +1,059	+4%	+$13.6K	0.08%	29
2019 Q1	$336K	Buy	26,541 +1,695	+7%	+$20.8K	0.07%	25
2018 Q4	$281K	Buy	24,846 +5,961	+32%	+$73.5K	0.07%	27
2018 Q3	$250K	Buy	+18,885	New	+$245K	0.06%	24