Glass Jacobson Investment Advisors llc
Position in FNDB — Schwab Fundamental U.S. Broad Market ETF
CIK 1964394
OWINGS MILLS, MD
All Filings in FNDB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FNDB | $800,360 | 29,425 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 FNDB | $768,377 | 28,919 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 FNDB | $727,824 | 28,276 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 FNDB | $578,373 | 24,119 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 FNDB | $452,882 | 19,682 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 FNDB | $457,803 | 19,682 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 FNDB | — | 3,405 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 FNDB | — | 553 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 FNDB | — | 157 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||