Carson Wealth (CWM LLC)’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,170
| Closed | -$27K | – | 5168 |
|
|
2025
Q1 | $27K | Sell |
1,170
-1,605
| -58% | -$37K | ﹤0.01% | 3458 |
|
|
2024
Q4 | $65K | Sell |
2,775
-249
| -8% | -$5.83K | ﹤0.01% | 2593 |
|
|
2024
Q3 | $71K | Sell |
3,024
-810
| -21% | -$19K | ﹤0.01% | 2420 |
|
|
2024
Q2 | $84K | Sell |
3,834
-17,214
| -82% | -$377K | ﹤0.01% | 2087 |
|
|
2024
Q1 | $465K | Buy |
+21,048
| New | +$465K | ﹤0.01% | 1169 |
|