James Investment Research’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 | $2.19M | Buy |
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|
2025
Q2 | $1.76M | Buy |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.32M | Buy |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $938K | Buy |
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|
2024
Q1 | $846K | Sell |
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|
2023
Q4 | $786K | Buy |
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|
2023
Q3 | $619K | Buy |
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|
2023
Q2 | $537K | Sell |
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|
2023
Q1 | $537K | Buy |
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|
2022
Q4 | $360K | Buy |
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|
2022
Q3 | $225K | Buy |
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|
2022
Q2 | $148K | Buy |
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|
2022
Q1 | $15K | Buy |
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