HB Wealth Management’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 | $908K | Hold |
37,863
| – | – | 0.01% | 544 |
|
|
2025
Q1 | $871K | Hold |
37,863
| – | – | 0.01% | 567 |
|
|
2024
Q4 | $881K | Hold |
37,863
| – | – | 0.01% | 435 |
|
|
2024
Q3 | $888K | Hold |
37,863
| – | – | 0.01% | 420 |
|
|
2024
Q2 | $828K | Hold |
37,863
| – | – | 0.01% | 404 |
|
|
2024
Q1 | $836K | Hold |
37,863
| – | – | 0.01% | 382 |
|
|
2023
Q4 | $771K | Hold |
37,863
| – | – | 0.01% | 361 |
|
|
2023
Q3 | $695K | Hold |
37,863
| – | – | 0.01% | 356 |
|
|
2023
Q2 | $716K | Hold |
37,863
| – | – | 0.01% | 347 |
|
|
2023
Q1 | $683K | Hold |
37,863
| – | – | 0.01% | 351 |
|
|
2022
Q4 | $664K | Hold |
37,863
| – | – | 0.01% | 340 |
|
|
2022
Q3 | $595K | Sell |
37,863
-483
| -1% | -$7.59K | 0.01% | 318 |
|
|
2022
Q2 | $642K | Hold |
38,346
| – | – | 0.01% | 309 |
|
|
2022
Q1 | $738K | Buy |
38,346
+483
| +1% | +$9.3K | 0.01% | 298 |
|
|
2021
Q4 | $733K | Buy |
+37,863
| New | +$733K | 0.01% | 265 |
|