Williams Jones Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Williams Jones Wealth Management’s Portfolio FNDX Stock Details FNDX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$292K	Sell
2025 Q2	$272K	Hold
2025 Q1	$262K	Buy
2024 Q4	$257K	Hold
2024 Q3	$260K	Hold
2024 Q2	$242K	Buy
2024 Q1	$235K	Sell
2023 Q4	$234K	Sell
2023 Q3	$223K	Buy