GGI
FNDX icon

Godsey & Gibb Inc’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Godsey & Gibb Inc’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$194K Sell
6,239
-318
-5% -$9.6K 0.02% 109
2026
Q1 		$183K Sell
6,557
-236
-3% -$6.69K 0.02% 109
2025
Q4 		$185K Buy
6,793
+399
+6% +$10.7K 0.02% 111
2025
Q3 		$168K Sell
6,394
-407
-6% -$10.3K 0.01% 113
2025
Q2 		$167K Buy
6,801
+1,428
+27% +$33.2K 0.02% 110
2025
Q1 		$127K Hold
5,373
– – 0.01% 122
2024
Q4 		$127K Sell
5,373
-1,536
-22% -$37.2K 0.01% 123
2024
Q3 		$165K Buy
6,909
+1,536
+29% +$35.3K 0.02% 119
2024
Q2 		$120K Hold
5,373
– – 0.01% 140
2024
Q1 		$121K Sell
5,373
-156
-3% -$3.32K 0.01% 126
2023
Q4 		$114K Sell
5,529
-1,785
-24% -$34.3K 0.01% 124
2023
Q3 		$136K Sell
7,314
-1,605
-18% -$31K 0.02% 121
2023
Q2 		$171K Buy
8,919
+3,546
+66% +$65.5K 0.02% 119
2023
Q1 		$98.4K Buy
+5,373
New +$98.6K 0.01% 132
2022
Q2 		– Sell
-5,373
Closed -$105K – 125
2022
Q1 		$105K Buy
+5,373
New +$104K 0.04% 42

Other funds holding FNDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM