Icon 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	-4,605	Closed	-$109K	–	496
2024 Q4	$109K	Buy	4,605 +108	+2%	+$2.56K	0.01%	490
2024 Q3	$108K	Buy	+4,497	New	+$108K	0.01%	467