Francis Financial’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	$510K	Hold	20,787	–	–	0.12%	57
2025 Q1	$491K	Hold	20,787	–	–	0.12%	50
2024 Q4	$492K	Sell	20,787 -3,762	-15%	-$89.1K	0.12%	55
2024 Q3	$587K	Hold	24,549	–	–	0.15%	47
2024 Q2	$548K	Buy	+24,549	New	+$548K	0.17%	45