HB 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 | $975K | Hold |
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|
2025
Q2 | $908K | Hold |
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|
2025
Q1 | $871K | Hold |
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|
2024
Q4 | $881K | Hold |
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|
2024
Q3 | $888K | Hold |
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|
2024
Q2 | $828K | Hold |
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|
2024
Q1 | $836K | Hold |
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|
2023
Q4 | $771K | Hold |
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|
2023
Q3 | $695K | Hold |
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|
2023
Q2 | $716K | Hold |
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|
2023
Q1 | $683K | Hold |
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|
2022
Q4 | $664K | Hold |
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|
2022
Q3 | $595K | Sell |
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|
2022
Q2 | $642K | Hold |
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|
2022
Q1 | $738K | Buy |
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|
2021
Q4 | $733K | Buy |
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