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

Sugarloaf Wealth Management’s Portfolio FNDX Stock Details FNDX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$289K	Buy
2024 Q3	$291K	Buy
2024 Q2	$269K	Hold
2024 Q1	$271K	Buy
2023 Q4	$248K	Buy
2023 Q3	$223K	Buy
2023 Q2	$228K	Buy