JMG Financial Group’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
2025
Q3
$470K Buy
2025
Q2
$406K Sell
2025
Q1
$437K Buy
2024
Q4
$421K Sell
2024
Q3
$446K Buy
2024
Q2
$373K Hold
2024
Q1
$375K Buy
2023
Q4
$345K Buy
2022
Q2
Sell
2022
Q1
$224K Buy