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Foundations Investment Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Foundations Investment Advisors’s Portfolio FNDX Stock Details FNDX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,248
Closed -$431K – 954
2025
Q1 		$431K Buy
+18,248
New +$431K 0.01% 619
2024
Q4 		– Sell
-3,307
Closed -$237K – 855
2024
Q3 		$237K Buy
+3,307
New +$237K 0.01% 710