EQ Wealth Advisors’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
Q2
$5M Buy
203,669
+170,352
+511% +$4.18M 3.41% 10
2025
Q1
$787K Sell
33,317
-4,578
-12% -$108K 0.63% 27
2024
Q4
$897K Buy
+37,895
New +$897K 0.86% 25