Joel Isaacson & Co’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	$572K	Buy	+23,295	New	+$572K	0.02%	235
2024 Q4	–	Sell	-8,394	Closed	-$201K	–	383
2024 Q3	$201K	Buy	+8,394	New	+$201K	0.01%	351