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

Summit Financial Wealth Advisors’s Portfolio FNDX Stock Details FNDX Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$316K	Sell
2025 Q2	$308K	Buy
2025 Q1	$201K	Buy
2024 Q4	$203K	Buy
2018 Q4	–	Sell
2018 Q3	$624K	Buy
2018 Q2	$528K	Hold
2018 Q1	$528K	Buy
2017 Q4	$488K	Buy
2017 Q3	$274K	Buy
2017 Q2	$231K	Buy