High Net Worth Advisory Group’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$206K Buy
2023
Q1
Sell
2022
Q4
$139K Hold
2022
Q3
$125K Hold
2022
Q2
$133K Hold
2022
Q1
$153K Hold
2021
Q4
$153K Buy