JFGIW
Johnson Financial Group Inc (Wisconsin)’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 | $281K | Buy |
11,435
+45
| +0.4% | +$1.1K | 0.01% | 265 |
|
|
2025
Q1 | $269K | Hold |
11,390
| – | – | 0.01% | 305 |
|
|
2024
Q4 | $281K | Buy |
11,390
+10,978
| +2,665% | +$270K | 0.01% | 262 |
|
|
2024
Q3 | $29.6K | Hold |
412
| – | – | ﹤0.01% | 568 |
|
|
2024
Q2 | $27.7K | Sell |
412
-30
| -7% | -$2.02K | ﹤0.01% | 491 |
|
|
2024
Q1 | $29.8K | Sell |
442
-94
| -18% | -$6.33K | ﹤0.01% | 475 |
|
|
2023
Q4 | $33.2K | Buy |
536
+388
| +262% | +$24K | ﹤0.01% | 492 |
|
|
2023
Q3 | $8.28K | Sell |
148
-210
| -59% | -$11.8K | ﹤0.01% | 542 |
|
|
2023
Q2 | $20.6K | Buy |
+358
| New | +$20.6K | ﹤0.01% | 493 |
|