Brightwater Advisory’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
$6.96M Sell
2025
Q1
$6.81M Sell
2024
Q4
$7.05M Sell
2024
Q3
$7.54M Sell
2024
Q2
$7.39M Sell
2024
Q1
$7.77M Buy