Ferguson Wellman Capital Management’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
$342K Hold
2025
Q2
$319K Sell
2025
Q1
$335K Buy
2024
Q1
Sell
2023
Q4
$247K Buy