Elevation Wealth Partners’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 | $597K | Sell |
24,879
-3,672
| -13% | -$88.1K | 0.24% | 63 |
|
|
2025
Q1 | $657K | Sell |
28,551
-3,294
| -10% | -$75.8K | 0.28% | 56 |
|
|
2024
Q4 | $741K | Sell |
31,845
-294
| -0.9% | -$6.84K | 0.31% | 48 |
|
|
2024
Q3 | $754K | Sell |
32,139
-2,580
| -7% | -$60.5K | 0.32% | 49 |
|
|
2024
Q2 | $759K | Sell |
34,719
-972
| -3% | -$21.2K | 0.36% | 49 |
|
|
2024
Q1 | $788K | Sell |
35,691
-21,735
| -38% | -$480K | 0.39% | 46 |
|
|
2023
Q4 | $1.05M | Hold |
57,426
| – | – | 0.63% | 33 |
|
|
2023
Q3 | $1.05M | Sell |
57,426
-2,163
| -4% | -$39.7K | 0.91% | 22 |
|
|
2023
Q2 | $1.13M | Sell |
59,589
-29,031
| -33% | -$549K | 0.95% | 22 |
|
|
2023
Q1 | $1.6M | Buy |
+88,620
| New | +$1.6M | 1.46% | 16 |
|