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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$714K	Buy	29,093 +7,423	+34%	+$182K	﹤0.01%	871
2025 Q1	$512K	Sell	21,670 -1,352	-6%	-$31.9K	﹤0.01%	889
2024 Q4	$545K	Buy	23,022 +1,701	+8%	+$40.3K	﹤0.01%	864
2024 Q3	$510K	Buy	+21,321	New	+$510K	﹤0.01%	752