SWA
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Sax Wealth Advisors’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
$248K Sell
10,098
-30
-0.3% -$736 0.02% 374
2025
Q1
$239K Buy
+10,128
New +$239K 0.02% 324