JMG Financial Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

JMG Financial Group’s Portfolio FNDA Stock Details FNDA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$746K	Buy
2025 Q4	$718K	Buy
2025 Q3	$650K	Hold
2025 Q2	$597K	Sell
2025 Q1	$621K	Buy
2024 Q4	$568K	Sell
2024 Q3	$570K	Buy
2024 Q2	$486K	Buy
2024 Q1	$362K	Buy
2023 Q4	$337K	Buy