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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$167K	Hold	5,979	–	–	0.01%	408
2025 Q4	$163K	Hold	5,979	–	–	0.01%	406
2025 Q3	$157K	Buy	5,979 +5,841	+4,233%	+$148K	0.01%	404
2025 Q2	$3.39K	Hold	138	–	–	﹤0.01%	840
2025 Q1	$3.26K	Hold	138	–	–	﹤0.01%	825
2024 Q4	$3.27K	Hold	138	–	–	﹤0.01%	859
2024 Q3	$3.3K	Hold	138	–	–	﹤0.01%	852
2024 Q2	$3.08K	Hold	138	–	–	﹤0.01%	821
2024 Q1	$3.1K	Hold	138	–	–	﹤0.01%	735
2023 Q4	$2.85K	Hold	138	–	–	﹤0.01%	740
2023 Q3	$2.57K	Hold	138	–	–	﹤0.01%	832
2023 Q2	$2.7K	Hold	138	–	–	﹤0.01%	813
2023 Q1	$2.53K	Sell	138 -462	-77%	-$8.48K	﹤0.01%	814
2022 Q4	$10.7K	Buy	600 +462	+335%	+$8.18K	﹤0.01%	678
2022 Q3	$2K	Hold	138	–	–	﹤0.01%	832
2022 Q2	$2K	Hold	138	–	–	﹤0.01%	848
2022 Q1	$3K	Buy	+138	New	+$2.66K	﹤0.01%	857