Clarius Group LLC’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
Q3
$2.22M Sell
2025
Q2
$2.15M Hold
2025
Q1
$2.06M Buy
2024
Q4
$1.98M Sell
2024
Q3
$2.01M Sell
2024
Q2
$1.89M Hold
2024
Q1
$1.9M Buy
2023
Q4
$1.69M Buy
2023
Q3
$1.48M Buy
2023
Q2
$1.53M Buy
2023
Q1
$1.45M Buy
2022
Q4
$1.33M Hold
2022
Q3
$1.2M Buy
2022
Q2
$1.19M Hold
2022
Q1
$1.38M Hold
2021
Q4
$1.38M Hold
2021
Q3
$1.27M Hold
2021
Q2
$1.29M Hold
2021
Q1
$1.22M Hold
2020
Q4
$1.07M Buy
2020
Q3
$527K Buy