Bellevue Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $685K | Hold |
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|
2025
Q1 | $657K | Sell |
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|
2024
Q4 | $722K | Sell |
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|
2024
Q3 | $748K | Hold |
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|
2024
Q2 | $697K | Hold |
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|
2024
Q1 | $704K | Sell |
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|
2023
Q4 | $652K | Sell |
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|
2023
Q3 | $639K | Sell |
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|
2023
Q2 | $663K | Hold |
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|
2023
Q1 | $633K | Hold |
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|
2022
Q4 | $610K | Sell |
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|
2022
Q3 | $565K | Hold |
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|
2022
Q2 | $591K | Hold |
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|
2022
Q1 | $684K | Sell |
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|
2021
Q4 | $737K | Sell |
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|
2021
Q3 | $743K | Sell |
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|
2021
Q2 | $780K | Hold |
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|
2021
Q1 | $737K | Sell |
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|
2020
Q4 | $694K | Sell |
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|
2020
Q3 | $631K | Sell |
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|
2020
Q2 | $652K | Sell |
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|
2020
Q1 | $620K | Sell |
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|
2019
Q4 | $807K | Buy |
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