Roger Wittlin Investment Advisory’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	$325K	Buy	13,258 +58	+0.4%	+$1.42K	0.18%	38
2025 Q1	$312K	Hold	13,200	–	–	0.18%	38
2024 Q4	$313K	Hold	13,200	–	–	0.18%	38
2024 Q3	$316K	Hold	13,200	–	–	0.18%	42
2024 Q2	$295K	Buy	+13,200	New	+$295K	0.19%	40