LGWM
Litman Gregory Wealth Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Hold |
22,537
| – | – | 0.04% | 91 |
|
|
2025
Q1 | $519K | Sell |
22,537
-1,565
| -6% | -$36K | 0.04% | 85 |
|
|
2024
Q4 | $561K | Buy |
24,102
+16,590
| +221% | +$386K | 0.05% | 78 |
|
|
2024
Q3 | $529K | Buy |
7,512
+66
| +0.9% | +$4.64K | 0.04% | 85 |
|
|
2024
Q2 | $488K | Buy |
7,446
+1,220
| +20% | +$80K | 0.04% | 85 |
|
|
2024
Q1 | $413K | Buy |
6,226
+26
| +0.4% | +$1.72K | 0.04% | 96 |
|
|
2023
Q4 | $379K | Sell |
6,200
-1,070
| -15% | -$65.4K | 0.04% | 96 |
|
|
2023
Q3 | $401K | Hold |
7,270
| – | – | 0.04% | 90 |
|
|
2023
Q2 | $413K | Buy |
+7,270
| New | +$413K | 0.05% | 60 |
|