Newbridge Financial Services Group’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	$51.5K	Hold	2,100	–	–	0.01%	501
2025 Q1	$49.6K	Hold	2,100	–	–	0.01%	373
2024 Q4	$49.7K	Buy	+2,100	New	+$49.7K	0.01%	406
2021 Q4	–	Sell	-441	Closed	-$8K	–	1460
2021 Q3	$8K	Buy	+441	New	+$8K	0.01%	927