Walkner Condon Financial Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$341K Sell
2025
Q2
$357K Buy
2025
Q1
$273K Hold
2024
Q4
$274K Buy
2024
Q3
$261K Hold
2024
Q2
$244K Sell
2024
Q1
$255K Sell
2023
Q4
$248K Buy