Catalyst Financial Partners’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
$237K Hold
2025
Q2
$221K Hold
2025
Q1
$212K Hold
2024
Q4
$213K Hold
2024
Q3
$215K Hold
2024
Q2
$201K Buy