Glass Jacobson Investment Advisors LLC Schwab Fundamental U S Large C Transaction History

Glass Jacobson Investment Advisors LLC

  • $260 Billion
  • Q2 2025

A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 14,749 shares of FNDX stock, worth $389,668. This represents 0.14% of its overall portfolio holdings.

Number of Shares
14,749
Previous 12,439 18.57%
Holding current value
$389,668
Previous $295 Million 22.88%
% of portfolio
0.14%
Previous 0.1%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$20.84 - $24.54 $48,140 - $56,687
2,310 Added 18.57%
14,749 $362 Million
Q4 2024

Feb 13, 2025
BUY
$23.49 - $71.77 $222,732 - $680,523
9,482 Added 320.66%
12,439 $295 Million
Q3 2024

Nov 15, 2024
BUY
$65.36 - $71.76 $63,595 - $69,822
973 Added 49.04%
2,957 $212 Million
Q2 2024

Aug 12, 2024
BUY
$63.87 - $67.55 $14,690 - $15,536
230 Added 13.11%
1,984 $133 Million
Q1 2024

Apr 26, 2024
BUY
$60.89 - $67.39 $14,978 - $16,577
246 Added 16.31%
1,754 $118 Million
Q4 2023

Jan 22, 2024
BUY
$53.46 - $62.11 $8,981 - $10,434
168 Added 12.54%
1,508 $93.4 Million
Q3 2023

Nov 07, 2023
BUY
$55.81 - $59.78 $22,547 - $24,151
404 Added 43.16%
1,340 $75 Million
Q2 2023

Jul 25, 2023
BUY
$53.84 - $57.58 $215 - $230
4 Added 0.43%
936 $53.9 Million
Q4 2022

Feb 06, 2023
BUY
$48.43 - $56.6 $45,136 - $52,751
932 New
932 $49.8 Million

Others Institutions Holding FNDX

# of Institutions
726
Shares Held
620M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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