Kovitz Investment Group Partners
FNDX icon

Kovitz Investment Group Partners’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Kovitz Investment Group Partners’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
Q1 		$22.7M Buy
+813,606
New +$23.1M 0.53% 48
2025
Q4 		– Sell
-28,604
Closed -$752K – 763
2025
Q3 		$752K Sell
28,604
-489
-2% -$12.4K ﹤0.01% 904
2025
Q2 		$714K Buy
29,093
+7,423
+34% +$173K ﹤0.01% 873
2025
Q1 		$512K Sell
21,670
-1,352
-6% -$32.7K ﹤0.01% 895
2024
Q4 		$545K Buy
23,022
+1,701
+8% +$41.2K ﹤0.01% 869
2024
Q3 		$510K Buy
+21,321
New +$491K ﹤0.01% 754

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