Crewe Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Hold |
8,843
| – | – | 0.03% | 146 |
|
|
2025
Q1 | $203K | Hold |
8,843
| – | – | 0.03% | 132 |
|
|
2024
Q4 | $206K | Sell |
8,843
-1
| -0% | -$23 | 0.03% | 142 |
|
|
2024
Q3 | $207K | Hold |
8,844
| – | – | 0.02% | 143 |
|
|
2024
Q2 | $193K | Hold |
8,844
| – | – | 0.02% | 180 |
|
|
2024
Q1 | $195K | Hold |
8,844
| – | – | 0.02% | 169 |
|
|
2023
Q4 | $180K | Hold |
8,844
| – | – | 0.03% | 73 |
|
|
2023
Q3 | $162K | Sell |
8,844
-3,000
| -25% | -$55.1K | 0.03% | 76 |
|
|
2023
Q2 | $224K | Hold |
11,844
| – | – | 0.03% | 130 |
|
|
2023
Q1 | $214K | Hold |
11,844
| – | – | 0.03% | 150 |
|
|
2022
Q4 | $208K | Hold |
11,844
| – | – | 0.03% | 148 |
|
|
2022
Q3 | $186K | Hold |
11,844
| – | – | 0.03% | 152 |
|
|
2022
Q2 | $198K | Hold |
11,844
| – | – | 0.04% | 130 |
|
|
2022
Q1 | $228K | Hold |
11,844
| – | – | 0.04% | 105 |
|
|
2021
Q4 | $229K | Hold |
11,844
| – | – | 0.05% | 79 |
|
|
2021
Q3 | $211K | Hold |
11,844
| – | – | 0.05% | 65 |
|
|
2021
Q2 | $215K | Buy |
+11,844
| New | +$215K | 0.05% | 67 |
|