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Revolve Wealth Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$771K Sell
31,407
-3,504
-10% -$86K 0.1% 95
2025
Q1
$824K Buy
34,911
+4,551
+15% +$107K 0.12% 89
2024
Q4
$719K Buy
+30,360
New +$719K 0.1% 91