Stockman 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
2022 Q4	–	Sell	-17,940	Closed	-$286K	–	199
2022 Q3	$286K	Buy	17,940 +1,800	+11%	+$28.7K	0.08%	141
2022 Q2	$274K	Buy	16,140 +4,560	+39%	+$77.4K	0.07%	153
2022 Q1	$226K	Buy	+11,580	New	+$226K	0.05%	178