Glass Jacobson Investment Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Buy |
24,119
+4,437
| +23% | +$106K | 0.22% | 103 |
|
|
2025
Q1 | $458K | Hold |
19,682
| – | – | 0.15% | 151 |
|
|
2024
Q4 | $458K | Buy |
19,682
+9,467
| +93% | +$220K | 0.15% | 151 |
|
|
2024
Q3 | $240K | Buy |
10,215
+8,556
| +516% | +$201K | 0.08% | 211 |
|
|
2024
Q2 | $36.2K | Buy |
1,659
+1,188
| +252% | +$26K | 0.01% | 390 |
|
|
2024
Q1 | $10.4K | Buy |
+471
| New | +$10.4K | ﹤0.01% | 549 |
|