Grimes & Company’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	$292K	Buy	11,915 +2,511	+27%	+$61.6K	0.01%	344
2025 Q1	$222K	Buy	9,404 +601	+7%	+$14.2K	0.01%	340
2024 Q4	$208K	Sell	8,803 -56	-0.6%	-$1.33K	0.01%	364
2024 Q3	$212K	Sell	8,859 -1,518	-15%	-$36.3K	0.01%	342
2024 Q2	$232K	Buy	+10,377	New	+$232K	0.01%	310