Leonard Rickey Investment Advisors’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 | $4.57M | Sell |
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|
2025
Q2 | $4.3M | Sell |
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|
2025
Q1 | $3.98M | Sell |
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|
2024
Q4 | $4.3M | Sell |
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|
2024
Q3 | $4.37M | Sell |
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|
2024
Q2 | $4.09M | Buy |
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|
2024
Q1 | $4.01M | Sell |
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|
2023
Q4 | $3.76M | Buy |
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|
2023
Q3 | $3.39M | Sell |
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|
2023
Q2 | $3.5M | Sell |
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|
2023
Q1 | $3.34M | Sell |
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|
2022
Q4 | $3.38M | Buy |
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|
2022
Q3 | $3.02M | Sell |
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|
2022
Q2 | $3.23M | Buy |
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|
2022
Q1 | $3.67M | Sell |
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|
2021
Q4 | $3.71M | Buy |
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|
2021
Q3 | $3.39M | Sell |
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|
2021
Q2 | $3.43M | Sell |
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|
2021
Q1 | $3.47M | Sell |
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|
2020
Q4 | $3.14M | Sell |
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|
2020
Q3 | $2.71M | Sell |
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|
2020
Q2 | $2.62M | Sell |
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|
2020
Q1 | $2.63M | Sell |
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|
2019
Q4 | $3.83M | Buy |
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|
2019
Q3 | $3.54M | Sell |
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|
2019
Q2 | $3.53M | Sell |
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|
2019
Q1 | $3.68M | Sell |
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|
2018
Q4 | $3.31M | Sell |
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|
2018
Q3 | $3.96M | Buy |
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|
2018
Q2 | $3.74M | Sell |
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|
2018
Q1 | $3.64M | Sell |
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|
2017
Q4 | $3.88M | Buy |
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