KMG Fiduciary Partners’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	$1.71M	Buy	69,548 +2,258	+3%	+$55.4K	0.13%	149
2025 Q1	$1.59M	Buy	67,290 +1,107	+2%	+$26.1K	0.13%	151
2024 Q4	$1.57M	Buy	66,183 +7,503	+13%	+$178K	0.13%	147
2024 Q3	$1.4M	Buy	+58,680	New	+$1.4M	0.12%	150