Aspiriant LLC’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$216K Sell
2025
Q2
$220K Hold
2025
Q1
$212K Hold
2024
Q4
$213K Hold
2024
Q3
$215K Buy
2018
Q4
Sell
2018
Q3
$245K Hold
2018
Q2
$231K Sell
2018
Q1
$356K Buy