BOK Financial Private Wealth’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

BOK Financial Private Wealth’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
2025 Q3	$128K	Hold
2025 Q2	$119K	Hold
2025 Q1	$115K	Hold
2024 Q4	$115K	Buy
2023 Q2	–	Sell
2023 Q1	$9.94K	Buy