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FNDBFNDB
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Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in SCHWAB FUNDAMENTAL BROAD MKT

JONES FINANCIAL COMPANIES LLLP holds 182,667 shares of FNDB (SCHWAB FUNDAMENTAL BROAD MKT), worth $5.5M as of 2026-Q2. The position was increased (+31.1% shares). FNDB represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$5.5M

Current Shares

182,667

Total Value Change

+$5.5M

Total Shares Change

+181,932

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
182,667
+31.1%
$5.5M0.0%$30.46
34
2026-Q1
Increased
139,320
+40.2%
$3.7M0.0%$28.06
35
2025-Q4
Increased
99,362
+26.6%
$2.6M0.0%$26.75
32
2025-Q3
Increased
78,469
+48.4%
$2M0.0%$25.58
36
2025-Q2
Increased
52,895
+186.1%
$1.3M0.0%$23.67
41
2025-Q1
Increased
18,489
+191.9%
$422,3810.0%$22.55
39
2024-Q4
Increased
6,333
+761.6%
$147,3060.0%$22.83
36
2024-Q3
Increased
735
+17.6%
$51,6120.0%$22.90
24

Other major holders of FNDB: Steward Partners Investment Advisory, LLC, AMERIPRISE FINANCIAL INC, EP Wealth Advisors, LLC

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