Jones Financial Companies’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
52,895
+34,406
+186% +$822K ﹤0.01% 921
2025
Q1
$422K Buy
18,489
+12,156
+192% +$278K ﹤0.01% 1200
2024
Q4
$147K Buy
6,333
+4,128
+187% +$96K ﹤0.01% 1482
2024
Q3
$51.6K Buy
2,205
+330
+18% +$7.72K ﹤0.01% 1625
2024
Q2
$41K Buy
+1,875
New +$41K ﹤0.01% 1321