Cassady Schiller 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
2024 Q2	–	Sell	-1,821	Closed	-$40.9K	–	475
2024 Q1	$40.9K	Buy	+1,821	New	+$40.9K	0.02%	228
2023 Q2	–	Sell	-213	Closed	-$3.9K	–	476
2023 Q1	$3.9K	Hold	213	–	–	﹤0.01%	372
2022 Q4	$3.79K	Buy	+213	New	+$3.79K	﹤0.01%	382