Consilium Wealth Advisory’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Consilium Wealth Advisory’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
2023 Q4	–	Sell
2023 Q3	$697K	Buy
2023 Q2	$696K	Sell
2023 Q1	$4.17M	Sell
2022 Q4	$4.4M	Buy
2022 Q3	$3.92M	Buy
2022 Q2	$3.46M	Sell
2022 Q1	$6.4M	Buy
2021 Q4	$3.64M	Buy