EWM
Empirical Wealth Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Hold |
14,580
| – | – | 0.01% | 494 |
|
|
2025
Q1 | $335K | Sell |
14,580
-2,108
| -13% | -$48.5K | 0.01% | 486 |
|
|
2024
Q4 | $388K | Buy |
16,688
+11,803
| +242% | +$47.3K | 0.01% | 443 |
|
|
2024
Q3 | $344K | Buy |
4,885
+25
| +0.5% | +$1.76K | 0.01% | 438 |
|
|
2024
Q2 | $319K | Sell |
4,860
-1
| -0% | -$66 | 0.01% | 446 |
|
|
2024
Q1 | $322K | Hold |
4,861
| – | – | 0.01% | 425 |
|
|
2023
Q4 | $297K | Sell |
4,861
-3
| -0.1% | -$183 | 0.01% | 398 |
|
|
2023
Q3 | $268K | Hold |
4,864
| – | – | 0.01% | 388 |
|
|
2023
Q2 | $276K | Hold |
4,864
| – | – | 0.01% | 380 |
|
|
2023
Q1 | $263K | Hold |
4,864
| – | – | 0.01% | 413 |
|
|
2022
Q4 | $256K | Hold |
4,864
| – | – | 0.01% | 399 |
|
|
2022
Q3 | $229K | Sell |
4,864
-650
| -12% | -$30.6K | 0.01% | 420 |
|
|
2022
Q2 | $277K | Hold |
5,514
| – | – | 0.01% | 399 |
|
|
2022
Q1 | $318K | Buy |
5,514
+650
| +13% | +$37.5K | 0.02% | 397 |
|
|
2021
Q4 | $282K | Hold |
4,864
| – | – | 0.01% | 432 |
|
|
2021
Q3 | $261K | Sell |
4,864
-105
| -2% | -$5.63K | 0.01% | 396 |
|
|
2021
Q2 | $270K | Hold |
4,969
| – | – | 0.02% | 384 |
|
|
2021
Q1 | $255K | Hold |
4,969
| – | – | 0.02% | 341 |
|
|
2020
Q4 | $223K | Buy |
+4,969
| New | +$223K | 0.02% | 325 |
|
|
2020
Q2 | – | Sell |
-7,792
| Closed | -$239K | – | 331 |
|
|
2020
Q1 | $239K | Buy |
7,792
+1
| +0% | +$31 | 0.03% | 269 |
|
|
2019
Q4 | $328K | Buy |
7,791
+105
| +1% | +$4.42K | 0.04% | 241 |
|
|
2019
Q3 | $301K | Sell |
7,686
-995
| -11% | -$39K | 0.04% | 229 |
|
|
2019
Q2 | $336K | Buy |
+8,681
| New | +$336K | 0.04% | 190 |
|