Midland Wealth Advisors’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	$1.63M	Sell	66,222 -8,982	-12%	-$220K	0.09%	55
2025 Q1	$1.78M	Sell	75,204 -57,163	-43%	-$1.35M	0.1%	49
2024 Q4	$3.13M	Buy	132,367 +14,593	+12%	+$346K	0.19%	30
2024 Q3	$2.82M	Buy	+117,774	New	+$2.82M	0.17%	37