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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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