Embree Financial Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Embree Financial Group’s Portfolio FNDX Stock Details FNDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$443K	Sell
2025 Q2	$418K	Sell
2025 Q1	$420K	Hold
2024 Q4	$421K	Sell
2024 Q3	$435K	Sell
2024 Q2	$419K	Sell
2024 Q1	$505K	Sell
2023 Q4	$512K	Buy