Jackson Wealth Management’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
2023
Q1
Sell
2022
Q4
$4.66M Sell
2022
Q3
$4.55M Buy
2022
Q2
$2.21M Sell
2022
Q1
$6.3M Sell
2021
Q4
$6.65M Sell
2021
Q3
$13K Sell
2021
Q2
$6.89M Sell
2021
Q1
$7.5M Buy