Heritage Wealth Management (Arizona)’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
2022 Q2	–	Sell	-1,215	Closed	-$24K	–	1013
2022 Q1	$24K	Buy	+1,215	New	+$24K	0.01%	568
2021 Q3	$3K	Hold	150	–	–	﹤0.01%	779
2021 Q2	$3K	Buy	+150	New	+$3K	﹤0.01%	808