Atlas Capital 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 Q2	$2.8K	Hold	114	–	–	﹤0.01%	852
2025 Q1	$2.69K	Hold	114	–	–	﹤0.01%	894
2024 Q4	$2.7K	Hold	114	–	–	﹤0.01%	858
2024 Q3	$2.73K	Hold	114	–	–	﹤0.01%	812
2024 Q2	$2.55K	Hold	114	–	–	﹤0.01%	816
2024 Q1	$2.56K	Hold	114	–	–	﹤0.01%	798
2023 Q4	$2.35K	Hold	114	–	–	﹤0.01%	825
2023 Q3	$2.13K	Hold	114	–	–	﹤0.01%	805
2023 Q2	$2.19K	Hold	114	–	–	﹤0.01%	823
2023 Q1	$2.09K	Hold	114	–	–	﹤0.01%	834
2022 Q4	$2.03K	Hold	114	–	–	﹤0.01%	830
2022 Q3	$1.81K	Hold	114	–	–	﹤0.01%	839
2022 Q2	$1.93K	Hold	114	–	–	﹤0.01%	910
2022 Q1	$2.22K	Hold	114	–	–	﹤0.01%	838
2021 Q4	$2.23K	Hold	114	–	–	﹤0.01%	840
2021 Q3	$2.05K	Hold	114	–	–	﹤0.01%	861
2021 Q2	$2.08K	Hold	114	–	–	﹤0.01%	874
2021 Q1	$1.96K	Hold	114	–	–	﹤0.01%	778
2020 Q4	$1.72K	Buy	+114	New	+$1.61K	﹤0.01%	638
2020 Q3	–	Sell	-69	Closed	-$848	–	411
2020 Q2	$848	Sell	69 -3,258	-98%	-$38.4K	﹤0.01%	659
2020 Q1	$34.7K	Hold	3,327	–	–	0.01%	473
2019 Q4	$47.3K	Sell	3,327 -30	-0.9%	-$410	0.01%	474
2019 Q3	$44.3K	Sell	3,357 -27	-0.8%	-$352	0.01%	471
2019 Q2	$44.1K	Buy	+3,384	New	+$43.4K	0.01%	486