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Catalyst Financial Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Catalyst Financial Partners’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$981K Buy
35,210
+26,216
+291% +$743K 0.12% 106
2025
Q4 		$245K Hold
8,994
– – 0.03% 278
2025
Q3 		$237K Hold
8,994
– – 0.03% 277
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 +$198K 0.04% 242

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