Sellwood Investment 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
$15.1M Sell
616,553
-12,695
-2% -$312K 7.23% 6
2025
Q1
$14.9M Buy
629,248
+24,989
+4% +$590K 7.76% 6
2024
Q4
$14.3M Buy
+604,259
New +$14.3M 7.69% 6