49 Wealth Management’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 | $212K | Buy |
8,824
+38
| +0.4% | +$911 | 0.02% | 166 |
|
|
2025
Q1 | $202K | Sell |
8,786
-196
| -2% | -$4.51K | 0.02% | 175 |
|
|
2024
Q4 | $209K | Sell |
8,982
-186
| -2% | -$4.33K | 0.03% | 156 |
|
|
2024
Q3 | $215K | Sell |
9,168
-1,731
| -16% | -$40.6K | 0.04% | 152 |
|
|
2024
Q2 | $238K | Sell |
10,899
-855
| -7% | -$18.7K | 0.05% | 129 |
|
|
2024
Q1 | $259K | Sell |
11,754
-651
| -5% | -$14.3K | 0.06% | 95 |
|
|
2023
Q4 | $253K | Buy |
+12,405
| New | +$253K | 0.07% | 94 |
|