Kestra Private Wealth Services’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	$249K	Buy	+10,140	New	+$249K	﹤0.01%	1388
2024 Q2	–	Sell	-11,868	Closed	-$267K	–	1371
2024 Q1	$267K	Buy	+11,868	New	+$267K	0.01%	1061