Tobias Financial Advisors’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
Q3
$471K Hold
2025
Q2
$440K Hold
2025
Q1
$423K Hold
2024
Q4
$424K Hold
2024
Q3
$428K Hold
2024
Q2
$400K Hold
2024
Q1
$402K Buy
2023
Q4
$348K Hold
2023
Q3
$314K Hold
2023
Q2
$323K Buy