Plum Street 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
2024
Q4
Sell
-8,406
Closed -$201K 84
2024
Q3
$201K Buy
+8,406
New +$201K 0.1% 84
2024
Q2
Sell
-8,406
Closed -$201K 73
2024
Q1
$201K Buy
+8,406
New +$201K 0.1% 84