EnRich Financial Partners’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
Q1
Sell
-306
Closed -$7.25K 116
2024
Q4
$7.25K Hold
306
﹤0.01% 185
2024
Q3
$7.32K Hold
306
﹤0.01% 186
2024
Q2
$6.83K Buy
+306
New +$6.83K ﹤0.01% 192