Root Financial Partners’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
$222K Buy
9,030
+58
+0.6% +$1.42K 0.02% 233
2025
Q1
$212K Buy
+8,972
New +$212K 0.02% 197