Balasa Dinverno & Foltz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $500K | Buy |
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|
2022
Q2 | $526K | Sell |
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|
2022
Q1 | $640K | Buy |
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|
2021
Q4 | $677K | Sell |
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|
2021
Q3 | $679K | Sell |
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|
2021
Q2 | $728K | Sell |
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|
2021
Q1 | $685K | Sell |
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|
2020
Q4 | $649K | Sell |
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|
2020
Q3 | $581K | Buy |
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|
2020
Q2 | $531K | Sell |
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|
2020
Q1 | $442K | Buy |
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|
2019
Q4 | $546K | Sell |
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|
2019
Q3 | $528K | Sell |
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|
2019
Q2 | $530K | Sell |
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|
2019
Q1 | $512K | Buy |
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|
2018
Q4 | $431K | Sell |
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|
2018
Q3 | $565K | Sell |
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|
2018
Q2 | $541K | Buy |
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|
2018
Q1 | $521K | Buy |
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|
2017
Q4 | $520K | Sell |
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|
2017
Q3 | $519K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $201K | Sell |
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|
2015
Q3 | $202K | Buy |
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|
2015
Q2 | $216K | Buy |
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|
2015
Q1 | $217K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $208K | Buy |
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|
2014
Q2 | $206K | Buy |
|