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

Whipplewood Advisors’s Portfolio FNDX Stock Details FNDX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.57M Buy
63,933
+63,006
+6,797% +$1.55M 0.86% 25
2025
Q1 		$1.44M Sell
927
-61,254
-99% -$95.4M 0.85% 29
2024
Q4 		$1.47M Buy
+62,181
New +$1.47M 0.84% 28