Jacobi Capital Management’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
Q2 | $1.3M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.25M | Buy |
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|
2024
Q2 | $528K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $18K | Hold |
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|
2021
Q2 | $18K | Hold |
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|
2021
Q1 | $17K | Hold |
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|
2020
Q4 | $15K | Sell |
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|
2020
Q3 | $14K | Buy |
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|
2020
Q2 | $12K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $11K | Buy |
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