JNBA Financial Advisors’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 | $59.9K | Hold |
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|
2025
Q2 | $55.9K | Sell |
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|
2025
Q1 | $56.2K | Hold |
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|
2024
Q4 | $56.4K | Hold |
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|
2024
Q3 | $57K | Hold |
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|
2024
Q2 | $53.2K | Hold |
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|
2024
Q1 | $53.5K | Hold |
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|
2023
Q4 | $49.2K | Sell |
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|
2023
Q3 | $45.5K | Sell |
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|
2023
Q2 | $48.9K | Hold |
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|
2023
Q1 | $46.6K | Hold |
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|
2022
Q4 | $45.4K | Hold |
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|
2022
Q3 | $41K | Hold |
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|
2022
Q2 | $43K | Buy |
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|
2022
Q1 | $48K | Sell |
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|
2021
Q4 | $58K | Buy |
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|
2021
Q3 | $49K | Hold |
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|
2021
Q2 | $49K | Hold |
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|
2021
Q1 | $47K | Hold |
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|
2020
Q4 | $41K | Buy |
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|
2020
Q3 | $27K | Hold |
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|
2020
Q2 | $26K | Sell |
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|
2020
Q1 | $31K | Buy |
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