Householder Group Estate & Retirement Specialist’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
Q4
Sell
-678
Closed -$15K 767
2024
Q3
$15K Hold
678
﹤0.01% 747
2024
Q2
$14K Hold
678
﹤0.01% 744
2024
Q1
$15K Hold
678
﹤0.01% 724
2023
Q4
$13K Hold
678
﹤0.01% 706
2023
Q3
$12.5K Buy
+678
New +$12.5K ﹤0.01% 738