Laird Norton Wetherby Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $781K | Buy |
+31,833
| New | +$781K | 0.03% | 433 |
|
|
2024
Q4 | $754K | Hold |
31,833
| – | – | 0.04% | 411 |
|
|
2024
Q3 | $761K | Hold |
31,833
| – | – | 0.03% | 430 |
|
|
2024
Q2 | $711K | Hold |
31,833
| – | – | 0.03% | 431 |
|
|
2024
Q1 | $715K | Sell |
31,833
-2,655
| -8% | -$59.6K | 0.03% | 447 |
|
|
2023
Q4 | $712K | Hold |
34,488
| – | – | 0.04% | 432 |
|
|
2023
Q3 | $643K | Buy |
34,488
+2,655
| +8% | +$49.5K | 0.04% | 444 |
|
|
2023
Q2 | $611K | Sell |
31,833
-156
| -0.5% | -$2.99K | 0.03% | 468 |
|
|
2023
Q1 | $586K | Buy |
31,989
+6,321
| +25% | +$116K | 0.03% | 480 |
|
|
2022
Q4 | $457K | Hold |
25,668
| – | – | 0.03% | 549 |
|
|
2022
Q3 | $409K | Hold |
25,668
| – | – | 0.03% | 556 |
|
|
2022
Q2 | $436K | Hold |
25,668
| – | – | 0.03% | 549 |
|
|
2022
Q1 | $501K | Hold |
25,668
| – | – | 0.03% | 519 |
|
|
2021
Q4 | $501K | Hold |
25,668
| – | – | 0.03% | 517 |
|
|
2021
Q3 | $462K | Hold |
25,668
| – | – | 0.03% | 524 |
|
|
2021
Q2 | $468K | Buy |
+25,668
| New | +$468K | 0.03% | 530 |
|
|
2021
Q1 | – | Sell |
-25,722
| Closed | -$388K | – | 818 |
|
|
2020
Q4 | $388K | Buy |
+25,722
| New | +$388K | 0.03% | 542 |
|