Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		$495K Buy
2025
Q1 		$428K Sell
2024
Q4 		$572K Buy
2024
Q3 		$573K Buy
2024
Q2 		$520K Sell
2024
Q1 		$567K Sell
2023
Q4 		$659K Sell
2023
Q3 		$618K Buy