Lantern Wealth Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Lantern Wealth Advisors’s Portfolio FNDX Stock Details FNDX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$543K	Buy
2024 Q4	$578K	Buy
2024 Q3	$514K	Buy
2024 Q2	$436K	Buy
2024 Q1	$436K	Buy