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

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Buy
52,026
+29,807
+134% +$731K 0.08% 198
2025
Q1
$525K Buy
22,219
+3,809
+21% +$89.9K 0.04% 236
2024
Q4
$436K Buy
+18,410
New +$436K 0.03% 272