WT
FNDX icon

Washington Trust’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Washington Trust’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 		– Sell
-1,254
Closed -$29.6K – 420
2025
Q1 		$29.6K Hold
1,254
– – ﹤0.01% 480
2024
Q4 		$29.7K Buy
1,254
+846
+207% +$20.5K ﹤0.01% 521
2024
Q3 		$9.76K Hold
408
– – ﹤0.01% 666
2024
Q2 		$9.11K Sell
408
-855
-68% -$18.9K ﹤0.01% 667
2024
Q1 		$28.4K Hold
1,263
– – ﹤0.01% 530
2023
Q4 		$26.1K Hold
1,263
– – ﹤0.01% 518
2023
Q3 		$23.6K Hold
1,263
– – ﹤0.01% 515
2023
Q2 		$24.2K Hold
1,263
– – ﹤0.01% 540
2023
Q1 		$23.1K Hold
1,263
– – ﹤0.01% 539
2022
Q4 		$22.5K Hold
1,263
– – ﹤0.01% 533
2022
Q3 		$20K Buy
1,263
+33
+3% +$582 ﹤0.01% 542
2022
Q2 		$21K Hold
1,230
– – ﹤0.01% 540
2022
Q1 		$24K Buy
1,230
+822
+201% +$15.8K ﹤0.01% 538
2021
Q4 		$8K Hold
408
– – ﹤0.01% 695
2021
Q3 		$7K Hold
408
– – ﹤0.01% 818
2021
Q2 		$7K Buy
+408
New +$7.38K ﹤0.01% 819

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BFA
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ML
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Ameriprise
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SEIA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return