BlueStem Wealth Partners’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	$85.7M	Buy	3,490,978 +1,908,596	+121%	+$46.8M	10.53%	2
2025 Q1	$37.4M	Sell	1,582,382 -671,881	-30%	-$15.9M	5.09%	7
2024 Q4	$53.4M	Buy	+2,254,263	New	+$53.4M	7.01%	3