Brown Financial Advisory’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
$621K Buy
25,314
+8,417
+50% +$207K 0.34% 24
2025
Q1
$399K Buy
+16,897
New +$399K 0.25% 28