KSWA
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Kathleen S. Wright Associates’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Kathleen S. Wright Associates’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$20.2K Hold
822
– – 0.01% 193
2025
Q1 		$19.4K Hold
822
– – 0.01% 193
2024
Q4 		$19.5K Hold
822
– – 0.01% 194
2024
Q3 		$19.7K Buy
+822
New +$19.7K 0.01% 209