Glass Jacobson 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
2025
Q3
$389K Buy
2025
Q2
$362K Buy
2025
Q1
$295K Hold
2024
Q4
$295K Buy
2024
Q3
$212K Buy
2024
Q2
$133K Buy
2024
Q1
$118K Buy
2023
Q4
$93.4K Buy
2023
Q3
$75K Buy
2023
Q2
$53.9K Buy
2022
Q4
$49.8K Buy