Choate Investment Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Choate Investment Advisors’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
2023 Q4	–	Sell	-1,467	Closed	-$27.4K	–	397
2023 Q3	$27.4K	Hold	1,467	–	–	﹤0.01%	413
2023 Q2	$28.2K	Hold	1,467	–	–	﹤0.01%	327
2023 Q1	$26.9K	Hold	1,467	–	–	﹤0.01%	305
2022 Q4	$26.1K	Hold	1,467	–	–	﹤0.01%	315
2022 Q3	$23K	Hold	1,467	–	–	﹤0.01%	281
2022 Q2	$25K	Hold	1,467	–	–	﹤0.01%	295
2022 Q1	$29K	Hold	1,467	–	–	﹤0.01%	332
2021 Q4	$29K	Hold	1,467	–	–	﹤0.01%	318
2021 Q3	$26K	Sell	1,467 -777	-35%	-$14.3K	﹤0.01%	290
2021 Q2	$41K	Buy	+2,244	New	+$40.6K	﹤0.01%	297

Other funds holding FNDX

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return