TOBIAS FINANCIAL ADVISORS, INC.
Position in FNDX — Schwab Fundamental U.S. Large Company ETF
CIK 1802080
Plantation, FL
All Filings in FNDX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 FNDX | $557,001 | 17,910 | Shares | Sole | 2026-08-25 | |
| 2025-06-30 FNDX | $439,511 | 17,910 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 FNDX | $422,855 | 17,910 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 FNDX | $424,108 | 17,910 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 FNDX | — | 5,970 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 FNDX | — | 5,970 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 FNDX | — | 5,970 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 FNDX | — | 5,613 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 FNDX | — | 5,613 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 FNDX | — | 5,613 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||