Farther Finance 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 | $302K | Hold |
12,603
| – | – | 0.01% | 1185 |
|
|
2025
Q1 | $290K | Buy |
12,603
+4,298
| +52% | +$99K | 0.01% | 1048 |
|
|
2024
Q4 | $193K | Buy |
8,305
+25
| +0.3% | +$582 | 0.01% | 997 |
|
|
2024
Q3 | $194K | Hold |
8,280
| – | – | 0.01% | 1004 |
|
|
2024
Q2 | $181K | Hold |
8,280
| – | – | 0.01% | 881 |
|
|
2024
Q1 | $182K | Buy |
+8,280
| New | +$182K | 0.01% | 718 |
|