Blue Bell Private Wealth Management’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
2022 Q2	–	Sell	-6	Closed	–	–	825
2022 Q1	$0	Buy	+6	New	–	﹤0.01%	877
2019 Q1	–	Sell	-696	Closed	-$8K	–	197
2018 Q4	$8K	Sell	696 -900	-56%	-$10.3K	﹤0.01%	161
2018 Q3	$21K	Buy	+1,596	New	+$21K	0.01%	139