Modera Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

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