Private Wealth Management 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
$37.9K Sell
1,544
-1,042
-40% -$25.6K 0.01% 203
2025
Q1
$61.1K Buy
+2,586
New +$61.1K 0.02% 148