Boulay Financial Advisors’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
$195M Buy
8,538,518
+2,266,989
+36% +$51.8M 27.32% 2
2025
Q1
$140M Buy
+6,271,529
New +$140M 46.8% 2