FC
Financial Consulate’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 | $34.1M | Sell |
1,422,825
-214,187
| -13% | -$5.14M | 6.74% | 5 |
|
|
2025
Q1 | $37.7M | Sell |
1,637,012
-4,215
| -0.3% | -$97K | 9.51% | 3 |
|
|
2024
Q4 | $38.2M | Buy |
1,641,227
+1,087,602
| +196% | +$25.3M | 10.12% | 3 |
|
|
2024
Q3 | $39M | Buy |
553,625
+4,435
| +0.8% | +$312K | 10.35% | 3 |
|
|
2024
Q2 | $36M | Buy |
549,190
+2,593
| +0.5% | +$170K | 10.56% | 3 |
|
|
2024
Q1 | $36.2M | Buy |
546,597
+4,633
| +0.9% | +$307K | 10.7% | 3 |
|
|
2023
Q4 | $33.1M | Buy |
+541,964
| New | +$33.1M | 10.89% | 3 |
|