CVA Family Office’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 | $3.23M | Sell |
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|
2025
Q2 | $3.04M | Sell |
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|
2025
Q1 | $2.97M | Sell |
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|
2024
Q4 | $3.06M | Sell |
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|
2024
Q3 | $3.68M | Sell |
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|
2024
Q2 | $3.59M | Sell |
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|
2024
Q1 | $3.69M | Sell |
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|
2023
Q4 | $3.76M | Sell |
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|
2023
Q3 | $3.73M | Sell |
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|
2023
Q2 | $3.92M | Buy |
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|
2023
Q1 | $3.71M | Buy |
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|
2022
Q4 | $3.44M | Sell |
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|
2022
Q3 | $3.23M | Buy |
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|
2022
Q2 | $2.61M | Buy |
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|
2022
Q1 | $2.46M | Buy |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $256K | Sell |
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|
2021
Q2 | $696K | Buy |
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|
2021
Q1 | $459K | Buy |
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|
2020
Q4 | $301K | Buy |
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|
2020
Q3 | $256K | Buy |
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|
2020
Q2 | $243K | Sell |
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|
2020
Q1 | $208K | Sell |
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|
2019
Q4 | $334K | Buy |
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