SNWA
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Siligmueller & Norvid 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
Sell
-150,559
Closed -$3.55M 97
2025
Q1
$3.55M Buy
150,559
+51,088
+51% +$1.21M 1.5% 22
2024
Q4
$2.36M Buy
+99,471
New +$2.36M 1% 29