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Blake Schutter Theil Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio FNDX Stock Details FNDX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$420K Hold
17,134
– – 0.48% 63
2025
Q1 		$405K Sell
17,134
-40
-0.2% -$944 0.46% 71
2024
Q4 		$407K Buy
17,174
+11,426
+199% +$271K 0.43% 67
2024
Q3 		$412K Buy
+5,748
New +$412K 0.3% 95