Advisornet Financial’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $224K | Sell |
8,227
-1,687
| -17% | -$46.7K | 0.01% | 571 |
|
|
2025
Q4 | $263K | Buy |
9,914
+30
| +0.3% | +$784 | 0.01% | 532 |
|
|
2025
Q3 | $254K | Sell |
9,884
-3,121
| -24% | -$77.5K | 0.01% | 526 |
|
|
2025
Q2 | $312K | Sell |
13,005
-16,970
| -57% | -$386K | 0.02% | 471 |
|
|
2025
Q1 | $690K | Sell |
29,975
-12,494
| -29% | -$296K | 0.05% | 284 |
|
|
2024
Q4 | $988K | Buy |
42,469
+253
| +0.6% | +$6.03K | 0.08% | 209 |
|
|
2024
Q3 | $990K | Buy |
42,216
+303
| +0.7% | +$6.84K | 0.07% | 229 |
|
|
2024
Q2 | $916K | Buy |
41,913
+3,099
| +8% | +$67K | 0.08% | 217 |
|
|
2024
Q1 | $857K | Buy |
38,814
+1,833
| +5% | +$38.3K | 0.08% | 228 |
|
|
2023
Q4 | $753K | Buy |
36,981
+183
| +0.5% | +$3.46K | 0.07% | 260 |
|
|
2023
Q3 | $676K | Buy |
36,798
+372
| +1% | +$7.09K | 0.06% | 261 |
|
|
2023
Q2 | $689K | Buy |
36,426
+1,500
| +4% | +$27.3K | 0.06% | 258 |
|
|
2023
Q1 | $630K | Buy |
34,926
+1,170
| +3% | +$21.2K | 0.06% | 261 |
|
|
2022
Q4 | $592K | Buy |
33,756
+255
| +0.8% | +$4.45K | 0.06% | 271 |
|
|
2022
Q3 | $526K | Buy |
33,501
+213
| +0.6% | +$3.71K | 0.05% | 312 |
|
|
2022
Q2 | $557K | Sell |
33,288
-282
| -0.8% | -$5.12K | 0.05% | 292 |
|
|
2022
Q1 | $646K | Buy |
33,570
+2,766
| +9% | +$52.7K | 0.04% | 327 |
|
|
2021
Q4 | $596K | Sell |
30,804
-141
| -0.5% | -$2.65K | 0.04% | 365 |
|
|
2021
Q3 | $552K | Buy |
30,945
+135
| +0.4% | +$2.46K | 0.04% | 348 |
|
|
2021
Q2 | $558K | Sell |
30,810
-1,377
| -4% | -$24.7K | 0.04% | 362 |
|
|
2021
Q1 | $550K | Buy |
32,187
+117
| +0.4% | +$1.9K | 0.04% | 350 |
|
|
2020
Q4 | $480K | Buy |
32,070
+168
| +0.5% | +$2.34K | 0.04% | 345 |
|
|
2020
Q3 | $406K | Buy |
31,902
+1,743
| +6% | +$22.2K | 0.03% | 371 |
|
|
2020
Q2 | $364K | Buy |
30,159
+180
| +0.6% | +$2.08K | 0.03% | 397 |
|
|
2020
Q1 | $307K | Buy |
29,979
+213
| +0.7% | +$2.73K | 0.03% | 393 |
|
|
2019
Q4 | $418K | Buy |
29,766
+315
| +1% | +$4.25K | 0.04% | 363 |
|
|
2019
Q3 | $384K | Buy |
29,451
+75
| +0.3% | +$967 | 0.04% | 377 |
|
|
2019
Q2 | $379K | Hold |
29,376
| – | – | 0.04% | 352 |
|
|
2019
Q1 | $368K | Buy |
29,376
+63
| +0.2% | +$769 | 0.05% | 330 |
|
|
2018
Q4 | $327K | Buy |
29,313
+138
| +0.5% | +$1.69K | 0.05% | 317 |
|
|
2018
Q3 | $384K | Sell |
29,175
-750
| -3% | -$9.73K | 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 | +$360K | 0.06% | 244 |
|
Other funds holding FNDB
AC
FC
OWM
SS
