Empirical Wealth Management’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
Q2 | $350K | Hold |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $388K | Buy |
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|
2024
Q3 | $344K | Buy |
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|
2024
Q2 | $319K | Sell |
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|
2024
Q1 | $322K | Hold |
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|
2023
Q4 | $297K | Sell |
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|
2023
Q3 | $268K | Hold |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $263K | Hold |
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|
2022
Q4 | $256K | Hold |
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|
2022
Q3 | $229K | Sell |
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|
2022
Q2 | $277K | Hold |
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|
2022
Q1 | $318K | Buy |
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|
2021
Q4 | $282K | Hold |
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|
2021
Q3 | $261K | Sell |
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|
2021
Q2 | $270K | Hold |
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|
2021
Q1 | $255K | Hold |
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|
2020
Q4 | $223K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $239K | Buy |
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|
2019
Q4 | $328K | Buy |
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|
2019
Q3 | $301K | Sell |
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|
2019
Q2 | $336K | Buy |
|