Creative Planning’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 | $1.11M | Sell |
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|
2025
Q2 | $1.04M | Sell |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $979K | Sell |
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|
2024
Q3 | $995K | Sell |
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|
2024
Q2 | $947K | Buy |
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|
2024
Q1 | $914K | Buy |
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|
2023
Q4 | $764K | Buy |
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|
2023
Q3 | $677K | Buy |
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|
2023
Q2 | $534K | Buy |
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|
2023
Q1 | $427K | Buy |
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|
2022
Q4 | $415K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $63K | Sell |
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|
2017
Q1 | $101K | Buy |
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|
2016
Q4 | $5K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $12K | Sell |
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|
2016
Q1 | $17K | Buy |
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|
2015
Q4 | $10K | Buy |
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|
2015
Q3 | $10K | Buy |
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