Cornerstone Planning Group’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	$38.2M	Buy	1,550,283 +116,372	+8%	+$2.87M	7.79%	4
2025 Q1	$32M	Buy	1,433,911 +77,214	+6%	+$1.72M	7.65%	4
2024 Q4	$33.6M	Sell	1,356,697 -2,572,157	-65%	-$63.6M	8.24%	4
2024 Q3	$31.3M	Buy	+3,928,854	New	+$31.3M	8.26%	3