Heritage Wealth Advisors’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 Q1	–	Sell	-375	Closed	-$8.88K	–	605
2024 Q4	$8.88K	Hold	375	–	–	﹤0.01%	451
2024 Q3	$8.97K	Hold	375	–	–	﹤0.01%	446
2024 Q2	$8.37K	Hold	375	–	–	﹤0.01%	432
2024 Q1	$8.42K	Hold	375	–	–	﹤0.01%	446
2023 Q4	$7.74K	Buy	+375	New	+$7.74K	﹤0.01%	464