Compass Planning Associates’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	$591K	Buy	24,076 +105	+0.4%	+$2.58K	0.54%	19
2025 Q1	$566K	Buy	23,971 +108	+0.5%	+$2.55K	0.57%	18
2024 Q4	$565K	Buy	+23,863	New	+$565K	0.57%	20