Calton & Associates’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Calton & Associates’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 Q4	–	Sell
2025 Q3	$207K	Buy
2022 Q1	–	Sell
2021 Q4	$247K	Sell
2021 Q3	$236K	Hold
2021 Q2	$241K	Hold
2021 Q1	$226K	Sell
2020 Q4	$230K	Buy