Tobias Financial Advisors’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 | $440K | Hold |
17,910
| – | – | 0.08% | 88 |
|
|
2025
Q1 | $423K | Hold |
17,910
| – | – | 0.08% | 76 |
|
|
2024
Q4 | $424K | Hold |
17,910
| – | – | 0.09% | 76 |
|
|
2024
Q3 | $428K | Hold |
17,910
| – | – | 0.09% | 70 |
|
|
2024
Q2 | $400K | Hold |
17,910
| – | – | 0.09% | 71 |
|
|
2024
Q1 | $402K | Buy |
17,910
+1,071
| +6% | +$24.1K | 0.09% | 69 |
|
|
2023
Q4 | $348K | Hold |
16,839
| – | – | 0.08% | 72 |
|
|
2023
Q3 | $314K | Hold |
16,839
| – | – | 0.08% | 73 |
|
|
2023
Q2 | $323K | Buy |
+16,839
| New | +$323K | 0.09% | 72 |
|