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

Advisornet Financial’s Portfolio FNDB Stock Details FNDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$312K	Sell	13,005 -16,970	-57%	-$407K	0.02%	470
2025 Q1	$690K	Sell	29,975 -12,494	-29%	-$287K	0.05%	284
2024 Q4	$988K	Buy	42,469 +253	+0.6%	+$5.89K	0.08%	209
2024 Q3	$990K	Buy	42,216 +303	+0.7%	+$7.11K	0.07%	229
2024 Q2	$916K	Buy	41,913 +3,099	+8%	+$67.7K	0.08%	217
2024 Q1	$857K	Buy	38,814 +1,833	+5%	+$40.5K	0.08%	228
2023 Q4	$753K	Buy	36,981 +183	+0.5%	+$3.73K	0.07%	260
2023 Q3	$676K	Buy	36,798 +372	+1%	+$6.83K	0.06%	261
2023 Q2	$689K	Buy	36,426 +1,500	+4%	+$28.4K	0.06%	258
2023 Q1	$630K	Buy	34,926 +1,170	+3%	+$21.1K	0.06%	261
2022 Q4	$592K	Buy	33,756 +255	+0.8%	+$4.47K	0.06%	271
2022 Q3	$526K	Buy	33,501 +213	+0.6%	+$3.34K	0.05%	311
2022 Q2	$557K	Sell	33,288 -282	-0.8%	-$4.72K	0.05%	291
2022 Q1	$646K	Buy	33,570 +2,766	+9%	+$53.2K	0.04%	326
2021 Q4	$596K	Sell	30,804 -141	-0.5%	-$2.73K	0.04%	363
2021 Q3	$552K	Buy	30,945 +135	+0.4%	+$2.41K	0.04%	347
2021 Q2	$558K	Sell	30,810 -1,377	-4%	-$24.9K	0.04%	360
2021 Q1	$550K	Buy	32,187 +117	+0.4%	+$2K	0.04%	348
2020 Q4	$480K	Buy	32,070 +168	+0.5%	+$2.51K	0.04%	344
2020 Q3	$406K	Buy	31,902 +1,743	+6%	+$22.2K	0.03%	370
2020 Q2	$364K	Buy	30,159 +180	+0.6%	+$2.17K	0.03%	396
2020 Q1	$307K	Buy	29,979 +213	+0.7%	+$2.18K	0.03%	392
2019 Q4	$418K	Buy	29,766 +315	+1%	+$4.42K	0.04%	363
2019 Q3	$384K	Buy	29,451 +75	+0.3%	+$978	0.04%	377
2019 Q2	$379K	Hold	29,376	–	–	0.04%	352
2019 Q1	$368K	Buy	29,376 +63	+0.2%	+$789	0.05%	330
2018 Q4	$327K	Buy	29,313 +138	+0.5%	+$1.54K	0.05%	317
2018 Q3	$384K	Sell	29,175 -750	-3%	-$9.87K	0.05%	305
2018 Q2	$373K	Hold	29,925	–	–	0.05%	282
2018 Q1	$361K	Hold	29,925	–	–	0.05%	282
2017 Q4	$372K	Buy	+29,925	New	+$372K	0.06%	244