MWM
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Maridea Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$497K Sell
20,268
-3,680
-15% -$90.3K 0.13% 157
2025
Q1
$565K Sell
23,948
-796
-3% -$18.8K 0.18% 108
2024
Q4
$586K Buy
+24,744
New +$586K 0.19% 94