Kingswood Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Kingswood Wealth Advisors’s Portfolio FNDX Stock Details FNDX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.55M	Sell
2025 Q2	$1.51M	Buy
2025 Q1	$1.41M	Buy
2024 Q4	$1.3M	Buy
2024 Q3	$1.28M	Sell
2024 Q2	$1.27M	Buy
2024 Q1	$121K	Buy
2023 Q4	$1.04M	Buy