May Barnhard Investments’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	$946K	Buy	38,538 +1,715	+5%	+$42.1K	0.44%	45
2025 Q1	$869K	Sell	36,823 -2,528	-6%	-$59.7K	0.43%	45
2024 Q4	$932K	Buy	39,351 +18,675	+90%	+$442K	0.44%	45
2024 Q3	$495K	Buy	20,676 +6,969	+51%	+$167K	0.24%	60
2024 Q2	$306K	Buy	+13,707	New	+$306K	0.16%	68