Baird Financial Group’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
Q1 | – | Sell |
-21,811
| Closed | -$507K | – | 1780 |
|
|
2024
Q4 | $507K | Buy |
21,811
+3,496
| +19% | +$81.3K | ﹤0.01% | 1379 |
|
|
2024
Q3 | $430K | Buy |
18,315
+6,570
| +56% | +$154K | ﹤0.01% | 1433 |
|
|
2024
Q2 | $257K | Sell |
11,745
-2,649
| -18% | -$57.9K | ﹤0.01% | 1603 |
|
|
2024
Q1 | $318K | Sell |
14,394
-555
| -4% | -$12.3K | ﹤0.01% | 1534 |
|
|
2023
Q4 | $304K | Buy |
14,949
+2,007
| +16% | +$40.9K | ﹤0.01% | 1511 |
|
|
2023
Q3 | $238K | Buy |
+12,942
| New | +$238K | ﹤0.01% | 1574 |
|