EWM
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Executive Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Executive Wealth Management’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$423K Buy
17,866
+223
+1% +$5.28K 0.03% 180
2024
Q3 		$422K Buy
+17,643
New +$422K 0.03% 186