Calton & Associates’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
$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