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Phil A. Younker & Associates’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Phil A. Younker & Associates’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$568K Hold
23,156
– – 0.56% 21
2025
Q1 		$547K Buy
23,156
+5,156
+29% +$122K 0.54% 22
2024
Q4 		$426K Buy
+18,000
New +$426K 0.43% 22