BTI
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Blue Trust Inc’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Blue Trust Inc’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.6K Hold
1,205
– – ﹤0.01% 1473
2025
Q4 		$32.8K Sell
1,205
-6,978
-85% -$187K ﹤0.01% 1510
2025
Q3 		$215K Buy
8,183
+7,601
+1,306% +$193K ﹤0.01% 768
2025
Q2 		$14.3K Sell
582
-3,918
-87% -$91.2K ﹤0.01% 1791
2025
Q1 		$106K Sell
4,500
-822
-15% -$19.9K ﹤0.01% 962
2024
Q4 		$126K Buy
5,322
+5,193
+4,026% +$126K ﹤0.01% 839
2024
Q3 		$2.88K Buy
+129
New +$2.97K ﹤0.01% 2511
2024
Q1 		– Sell
-6,624
Closed -$124K – 2379
2023
Q4 		$124K Buy
+6,624
New +$127K ﹤0.01% 598
2023
Q2 		– Sell
-984
Closed -$18K – 2195
2023
Q1 		$18K Buy
+984
New +$18.1K ﹤0.01% 1400
2022
Q4 		– Sell
-2,916
Closed -$49K – 2316
2022
Q3 		$49K Buy
+2,916
New +$51.5K ﹤0.01% 756

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