Waverly Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Waverly Advisors’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	$1.54M	Sell
2025 Q1	$1.64M	Buy
2024 Q4	$1.42M	Buy
2024 Q3	$1.29M	Sell
2024 Q2	$1.45M	Buy