Geneos 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
Q3 | $71.7K | Hold |
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|
2025
Q2 | $66.8K | Sell |
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|
2025
Q1 | $128K | Buy |
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|
2024
Q4 | $2K | Sell |
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|
2024
Q3 | $2.01K | Buy |
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|
2024
Q2 | $1.86K | Hold |
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|
2024
Q1 | $1.88K | Buy |
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|
2023
Q4 | $1.61K | Buy |
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|
2023
Q3 | $1.33K | Buy |
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|
2023
Q2 | $911 | Hold |
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|
2023
Q1 | $866 | Hold |
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|
2022
Q4 | $842 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $18K | Buy |
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