Catalyst Financial Partners’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
$221K Hold
8,994
0.02% 277
2025
Q1
$212K Hold
8,994
0.04% 264
2024
Q4
$213K Hold
8,994
0.04% 261
2024
Q3
$215K Hold
8,994
0.04% 257
2024
Q2
$201K Buy
+8,994
New +$201K 0.04% 242