JBA
Johnson Bixby & Associates’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Sell |
90,467
-735
| -0.8% | -$18K | 0.3% | 33 |
|
|
2025
Q1 | $2.15M | Buy |
91,202
+7,469
| +9% | +$176K | 0.32% | 32 |
|
|
2024
Q4 | $1.98M | Buy |
83,733
+55,275
| +194% | +$1.31M | 0.3% | 32 |
|
|
2024
Q3 | $2.04M | Sell |
28,458
-6,761
| -19% | -$485K | 0.31% | 33 |
|
|
2024
Q2 | $2.36M | Buy |
35,219
+969
| +3% | +$64.9K | 0.4% | 28 |
|
|
2024
Q1 | $2.31M | Sell |
34,250
-4,466
| -12% | -$301K | 0.4% | 28 |
|
|
2023
Q4 | $2.4M | Sell |
38,716
-5,023
| -11% | -$311K | 0.45% | 28 |
|
|
2023
Q3 | $2.45M | Sell |
43,739
-3,095
| -7% | -$173K | 0.51% | 27 |
|
|
2023
Q2 | $2.7M | Sell |
46,834
-2,953
| -6% | -$170K | 0.56% | 25 |
|
|
2023
Q1 | $2.73M | Buy |
49,787
+6,820
| +16% | +$375K | 0.6% | 25 |
|
|
2022
Q4 | $2.3M | Buy |
42,967
+522
| +1% | +$27.9K | 0.53% | 30 |
|
|
2022
Q3 | $2.03M | Buy |
42,445
+7,239
| +21% | +$346K | 0.51% | 31 |
|
|
2022
Q2 | $1.79M | Buy |
35,206
+28,376
| +415% | +$1.44M | 0.44% | 31 |
|
|
2022
Q1 | $400K | Buy |
+6,830
| New | +$400K | 0.1% | 56 |
|