EF
FNDX icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$14.6M Buy
594,851
+4,372
+0.7% +$107K 9.73% 2
2025
Q1
$13.9M Buy
590,479
+36,357
+7% +$858K 10.5% 2
2024
Q4
$13.1M Buy
+554,122
New +$13.1M 10.52% 2