Stone Summit Wealth’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Stone Summit Wealth’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	$220K	Sell
2025 Q2	$209K	Sell
2025 Q1	$261K	Hold
2024 Q4	$261K	Sell
2024 Q3	$269K	Hold
2024 Q2	$252K	Hold
2024 Q1	$253K	Buy