Laird Norton Wetherby Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Laird Norton Wetherby Wealth Management’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 Q3	$837K	Hold	31,833	–	–	0.03%	426
2025 Q2	$781K	Buy	+31,833	New	+$741K	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%	432
2024 Q1	$715K	Sell	31,833 -2,655	-8%	-$56.4K	0.03%	448
2023 Q4	$712K	Hold	34,488	–	–	0.04%	433
2023 Q3	$643K	Buy	34,488 +2,655	+8%	+$51.4K	0.04%	444
2023 Q2	$611K	Sell	31,833 -156	-0.5%	-$2.88K	0.03%	468
2023 Q1	$586K	Buy	31,989 +6,321	+25%	+$116K	0.03%	481
2022 Q4	$457K	Hold	25,668	–	–	0.03%	551
2022 Q3	$409K	Hold	25,668	–	–	0.03%	558
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%	523
2021 Q3	$462K	Hold	25,668	–	–	0.03%	532
2021 Q2	$468K	Buy	+25,668	New	+$464K	0.03%	536
2021 Q1	–	Sell	-25,722	Closed	-$388K	–	824
2020 Q4	$388K	Buy	+25,722	New	+$363K	0.03%	549

Other funds holding FNDX

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

SEIA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's FNDX Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q3 2025 at 31,833 shares worth $837K. The position accounts for 0.03% of the portfolio, ranked #426.

Laird Norton Wetherby Wealth Management first reported a position in FNDX in Q4 2020 and has held it in 18 quarters since. 697 funds tracked by Wall St. Rank hold FNDX as of Q3 2025.

Laird Norton Wetherby Wealth Management held 31,833 shares of Schwab Fundamental US Large Company Index ETF worth $837K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q3 2025.
Schwab Fundamental US Large Company Index ETF made up 0.03% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #426 holding.
Laird Norton Wetherby Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q4 2020 and has held it in 18 quarters since.
697 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.