Cetera Investment Advisers’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 | $626K | Buy |
26,110
+9,882
| +61% | +$237K | ﹤0.01% | 2780 |
|
2025
Q1 | $373K | Buy |
+16,228
| New | +$373K | ﹤0.01% | 3092 |
|
2022
Q2 | – | Sell |
-3,535
| Closed | -$204K | – | 1857 |
|
2022
Q1 | $204K | Sell |
3,535
-173
| -5% | -$9.98K | ﹤0.01% | 1703 |
|
2021
Q4 | $215K | Buy |
+3,708
| New | +$215K | ﹤0.01% | 1691 |
|