Moisand Fitzgerald Tamayo’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Moisand Fitzgerald Tamayo’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	$5.88K	Hold	189	–	–	﹤0.01%	418
2026 Q1	$5.26K	Hold	189	–	–	﹤0.01%	402
2025 Q4	$5.14K	Hold	189	–	–	﹤0.01%	404
2025 Q3	$4.97K	Hold	189	–	–	﹤0.01%	423
2025 Q2	$4.64K	Hold	189	–	–	﹤0.01%	421
2025 Q1	$4.46K	Hold	189	–	–	﹤0.01%	423
2024 Q4	$4.48K	Hold	189	–	–	﹤0.01%	431
2024 Q3	$4.52K	Hold	189	–	–	﹤0.01%	446
2024 Q2	$4.22K	Hold	189	–	–	﹤0.01%	412
2024 Q1	$4.25K	Sell	189 -186	-50%	-$3.95K	﹤0.01%	403
2023 Q4	$7.74K	Buy	+375	New	+$7.21K	﹤0.01%	369
2022 Q4	–	Sell	-492	Closed	-$8K	–	805
2022 Q3	$8K	Buy	+492	New	+$8.68K	﹤0.01%	303
2021 Q1	–	Sell	-1,203	Closed	-$18K	–	369
2020 Q4	$18K	Buy	+1,203	New	+$17K	0.01%	179

Other funds holding FNDX

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

IFC & Insurance Marketing Auburn, California $114M AUM

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return