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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $628K | Buy |
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|
2025
Q4 | $612K | Buy |
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|
2025
Q3 | $470K | Buy |
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|
2025
Q2 | $406K | Sell |
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|
2025
Q1 | $437K | Buy |
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|
2024
Q4 | $421K | Sell |
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|
2024
Q3 | $446K | Buy |
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|
2024
Q2 | $373K | Hold |
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|
2024
Q1 | $375K | Buy |
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|
2023
Q4 | $345K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Buy |
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