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

Elevate 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
2025 Q3	$209K	Hold
2025 Q2	$195K	Sell
2025 Q1	$210K	Sell
2024 Q4	$233K	Hold
2024 Q3	$235K	Hold
2024 Q2	$221K	Hold
2024 Q1	$221K	Sell
2023 Q4	$210K	Buy