Laird Norton Wetherby Wealth 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
Q2 | $781K | Buy |
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|
2024
Q4 | $754K | Hold |
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|
2024
Q3 | $761K | Hold |
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|
2024
Q2 | $711K | Hold |
|
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|
2024
Q1 | $715K | Sell |
|
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|
2023
Q4 | $712K | Hold |
|
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|
2023
Q3 | $643K | Buy |
|
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|
2023
Q2 | $611K | Sell |
|
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|
2023
Q1 | $586K | Buy |
|
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|
2022
Q4 | $457K | Hold |
|
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|
2022
Q3 | $409K | Hold |
|
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|
2022
Q2 | $436K | Hold |
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|
2022
Q1 | $501K | Hold |
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|
2021
Q4 | $501K | Hold |
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|
2021
Q3 | $462K | Hold |
|
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|
2021
Q2 | $468K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $388K | Buy |
|