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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$323K	Hold	13,158	–	–	﹤0.01%	569
2025 Q1	$311K	Hold	13,158	–	–	﹤0.01%	564
2024 Q4	$312K	Buy	+13,158	New	+$312K	﹤0.01%	579
2019 Q2	–	Sell	-351	Closed	-$4K	–	1402
2019 Q1	$4K	Buy	+351	New	+$4K	﹤0.01%	1152