Smallwood Wealth Investment Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Smallwood Wealth Investment Management’s Portfolio FNDX Stock Details FNDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$17K	Hold
2025 Q2	$15.8K	Hold
2025 Q1	$15.2K	Buy