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CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio FNDX Stock Details FNDX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,634
Closed -$251K – 206
2025
Q1 		$251K Sell
10,634
-5,357
-34% -$126K ﹤0.01% 190
2024
Q4 		$379K Buy
+15,991
New +$379K 0.01% 176