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

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
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
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Washington Trust's FNDX Position: Q2 2025 in Review

Washington Trust sold out of Schwab Fundamental US Large Company Index ETF (FNDX) in Q2 2025, closing a stake of 1,254 shares — an estimated $29.6K sold.

Washington Trust first reported a position in FNDX in Q2 2021 and held it in 16 quarters. The position peaked at $29.7K in Q4 2024. 665 funds tracked by Wall St. Rank hold FNDX as of Q2 2025.

  • Washington Trust reported no remaining Schwab Fundamental US Large Company Index ETF position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 1,254 Schwab Fundamental US Large Company Index ETF shares in Q2 2025, an estimated $29.6K.
  • Washington Trust first reported a position in Schwab Fundamental US Large Company Index ETF in Q2 2021 and held it in 16 quarters.
  • Washington Trust's Schwab Fundamental US Large Company Index ETF position peaked at $29.7K in Q4 2024.
  • 665 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.