Corient Private Wealth’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 | $1.98M | Buy |
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|
2025
Q2 | $1.17M | Sell |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $1M | Sell |
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|
2024
Q3 | $979K | Buy |
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|
2024
Q2 | $698K | Hold |
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|
2024
Q1 | $678K | Hold |
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|
2023
Q4 | $618K | Sell |
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|
2023
Q3 | $601K | Sell |
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|
2023
Q2 | $624K | Buy |
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|
2023
Q1 | $577K | Hold |
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|
2022
Q4 | $541K | Buy |
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