CWM
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Congress Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Congress Wealth Management’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$11.5M Sell
470,486
-10,700
-2% -$263K 0.11% 218
2025
Q1 		$11.4M Buy
+481,186
New +$11.4M 0.14% 179