CFS Investment Advisory Services’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
$797K Sell
32,467
-13,027
-29% -$320K 0.07% 190
2025
Q1
$1.07M Buy
45,494
+27,709
+156% +$654K 0.1% 163
2024
Q4
$421K Buy
+17,785
New +$421K 0.04% 227