Smith Salley Wealth Management’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	$294K	Buy	11,987 +307	+3%	+$7.53K	0.02%	218
2025 Q1	$276K	Buy	+11,680	New	+$276K	0.02%	212
2024 Q4	–	Sell	-27,471	Closed	-$657K	–	246
2024 Q3	$657K	Buy	+27,471	New	+$657K	0.04%	162