Modera 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
Q4 | $356K | Sell |
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|
2025
Q3 | $357K | Sell |
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|
2025
Q2 | $337K | Sell |
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|
2025
Q1 | $328K | Buy |
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|
2024
Q4 | $320K | Hold |
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|
2024
Q3 | $324K | Sell |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $379K | Buy |
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|
2023
Q4 | $299K | Hold |
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|
2023
Q3 | $271K | Sell |
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|
2023
Q2 | $310K | Buy |
|