LWA
Lowe Wealth Advisors’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 | $360 | Hold |
15
| – | – | ﹤0.01% | 349 |
|
|
2025
Q1 | $345 | Hold |
15
| – | – | ﹤0.01% | 358 |
|
|
2024
Q4 | $349 | Buy |
15
+10
| +200% | +$233 | ﹤0.01% | 348 |
|
|
2024
Q3 | $352 | Hold |
5
| – | – | ﹤0.01% | 303 |
|
|
2024
Q2 | $328 | Hold |
5
| – | – | ﹤0.01% | 302 |
|
|
2024
Q1 | $331 | Hold |
5
| – | – | ﹤0.01% | 296 |
|
|
2023
Q4 | $306 | Hold |
5
| – | – | ﹤0.01% | 304 |
|
|
2023
Q3 | $275 | Hold |
5
| – | – | ﹤0.01% | 296 |
|
|
2023
Q2 | $284 | Hold |
5
| – | – | ﹤0.01% | 342 |
|
|
2023
Q1 | $271 | Hold |
5
| – | – | ﹤0.01% | 338 |
|
|
2022
Q4 | $263 | Hold |
5
| – | – | ﹤0.01% | 343 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 341 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 320 |
|
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 323 |
|
|
2021
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 299 |
|
|
2021
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 286 |
|
|
2021
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 280 |
|
|
2021
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 279 |
|
|
2020
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 267 |
|
|
2020
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 267 |
|
|
2020
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 279 |
|