PWA
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Principia Wealth Advisory’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Principia Wealth Advisory’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 		$1.47M Sell
59,803
-5,696
-9% -$140K 1.24% 22
2025
Q1 		$1.47M Buy
65,499
+4,469
+7% +$100K 1.41% 19
2024
Q4 		$1.45M Buy
+61,030
New +$1.45M 1.36% 20