Cascades Capital Asset Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.23M	Buy	90,875 +1,759	+2%	+$43.2K	1.15%	19
2025 Q1	$2.1M	Buy	89,116 +1,619	+2%	+$38.2K	1.14%	20
2024 Q4	$2.07M	Buy	87,497 +24,908	+40%	+$590K	1.1%	20
2024 Q3	$1.5M	Buy	+62,589	New	+$1.5M	0.82%	29