Breakwater Investment Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Breakwater Investment Management’s Portfolio FNDX Stock Details FNDX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$142K	Hold
2025 Q2	$132K	Hold
2025 Q1	$127K	Hold
2024 Q4	$128K	Hold
2024 Q3	$129K	Hold
2024 Q2	$120K	Hold
2024 Q1	$121K	Buy