Global Retirement Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,730
| Closed | -$325K | – | 3573 |
|
|
2024
Q1 | $325K | Hold |
14,730
| – | – | 0.01% | 635 |
|
|
2023
Q4 | $296K | Hold |
14,730
| – | – | 0.01% | 614 |
|
|
2023
Q3 | $266K | Hold |
14,730
| – | – | 0.01% | 579 |
|
|
2023
Q2 | $279K | Hold |
14,730
| – | – | 0.01% | 588 |
|
|
2023
Q1 | $263K | Hold |
14,730
| – | – | 0.01% | 578 |
|
|
2022
Q4 | $258K | Hold |
14,730
| – | – | 0.02% | 521 |
|
|
2022
Q3 | $258K | Hold |
14,730
| – | – | 0.02% | 499 |
|
|
2022
Q2 | $247K | Hold |
14,730
| – | – | 0.02% | 507 |
|
|
2022
Q1 | $262K | Buy |
+14,730
| New | +$262K | 0.02% | 497 |
|