Ownership history in Certified Advisory Corp · 23 quarters on record
This page tracks every 13F SEC filing in which Certified Advisory Corp reported a position in SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF (FNDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 836,554 | +28,287 | +3.5% | 2.07% | $22.8M | $27.21 |
| 2025 Q3 | ADDED | 808,267 | +14,961 | +1.9% | 2.02% | $21.3M | $26.18 |
| 2025 Q2 | ADDED | 793,306 | +47,527 | +6.4% | 2.02% | $19.5M | $24.33 |
| 2025 Q1 | ADDED | 745,779 | +29,548 | +4.1% | 1.99% | $17.6M | $23.30 |
| 2024 Q4 | ADDED | 716,231 | +506,044 | +240.8% | 1.84% | $17.0M | $23.27 |
| 2024 Q3 | ADDED | 210,187 | +33,459 | +18.9% | 1.67% | $15.1M | $23.39 |
| 2024 Q2 | ADDED | 176,728 | +67,802 | +62.2% | 1.48% | $11.8M | $21.74 |
| 2024 Q1 | ADDED | 108,926 | +17,841 | +19.6% | 1.02% | $7.3M | $21.77 |
| 2023 Q4 | ADDED | 91,085 | +8,004 | +9.6% | 0.86% | $5.6M | $19.93 |
| 2023 Q3 | ADDED | 83,081 | +16,139 | +24.1% | 0.86% | $4.7M | $17.91 |
As of 2025 Q4 — sorted by position size