Golden State Wealth Management’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
$2.28K Hold
93
﹤0.01% 1340
2025
Q1
$2.2K Sell
93
-876
-90% -$20.7K ﹤0.01% 1306
2024
Q4
$22.9K Buy
+969
New +$22.9K ﹤0.01% 738
2019
Q4
Sell
-57
Closed -$1K 352
2019
Q3
$1K Buy
+57
New +$1K ﹤0.01% 1009